1035 Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 306526
- Website
- 1035capital.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
1035 Capital Management LLC is an independent, employee-owned investment advisory organized as a limited liability company and based in St. Louis. The firm serves individuals and families, charging fees as a percentage of assets under management, and positions itself as an SMA-focused equity manager. Its deliverables include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the publication of periodicals or newsletters. The firm lists four public strategy offerings on its materials — Small Cap Core, High Yield Preferred Equity, Investment Grade Preferred Equity, and Commodity Trend Following — and says it will customize SMA solutions to client specifications.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Christopher Abbott
Chief Investment OfficerCRD 5926773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations