1316 Capital LLC
RIAState Registered
Total AUM
$2
Discretionary
$2
100% of AUM
Avg account
$2
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339245
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
1316 Capital LLC is an independent, Kansas-registered advisory firm organized as a limited liability company and owned by an individual. The firm provides portfolio management services targeted at individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. Its ADV filing indicates it does not position itself as an ESG investor, and its advisory activity is focused on direct portfolio management rather than pension consulting or capital allocation to other managers.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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