1015 Capital Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328453
- Registered since
- March 29, 2024
- Website
- www.1015capitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.31%
- Charitable Organizations1.32%
- Individuals0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
1015 Capital Partners, LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning and discretionary portfolio management. The firm reports a fee model that combines percentage-of-AUM billing with fixed fees. Advisory services listed include financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. The adviser identifies as an active ESG investor and registered with the SEC in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities25%
- State & Local Bonds13%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
2 of 2Mary Mcnutt
Financial Advisor and Registered RepresentativeCRD 6087838
Michelle Blass
Financial Advisor and Registered RepresentativeCRD 3167322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$84.5M in ETFs
80%
$67.5M
13%
$17M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.7M | 14,341 | 12.71% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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