10elms LLP

RIASEC RegisteredEst. 2024
Total AUM
$121M
Discretionary
$121M
100% of AUM
Avg account
$662K
Accounts
182
Employees
5
Advisory reps
4

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
323398
Registered since
September 20, 2024
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI74.54%
  • Individuals9.99%
  • Corporations / Businesses9.41%
  • Charitable Organizations6.06%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

10elms LLP is an independent registered investment adviser organized as a limited liability partnership and registered with the SEC in 2024. The firm manages wealth for individual and family clients and offers financial planning plus discretionary portfolio management for individuals, small businesses, and certain business or institutional clients. Its billing options include a percentage-of-AUM fee, hourly charges, and fixed fees. 10elms is not identified as an active ESG investor, does not describe itself as a capital allocator, and is not listed as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 9%, State & Local Bonds 7%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities9%
  • State & Local Bonds7%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1

  • Julie Hazzard

    Partner and Chief Compliance OfficerCRD 5982636

Contacts

3 of 3
  • Michael Finch

    Michael Finch

    OwnerCRD 6477940

  • Ryan Kruger

    Ryan Kruger

    Managing PartnerCRD 5425820

  • Bradford White

    Bradford White

    PartnerCRD 6520191

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 176

Active vs passive

$296M in ETFs

Passive

97%

$286M

Active

2%

$10.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$25.6M265,4718.67%
Unlock additional holdings →

Location

Primary office

Tulsa, OK

Tulsa

Location

Tulsa, OK

Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
Tulsa
Address
2506 E 21st St
Time zone
CT (UTC-6)
Office locations

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