Admiral Guy Investment Advisory, LLC
RIAState Registered
Total AUM
$235K
Discretionary
$235K
100% of AUM
Avg account
$118K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337222
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Admiral Guy Investment Advisory, LLC is a Maryland-registered limited liability company operating as a small, individual-owned adviser. The firm positions itself primarily as a capital allocator that selects outside managers on behalf of clients and manages portfolios for individuals and small businesses. Its business model charges fees as a percentage of assets under management and also includes the publication of periodicals or newsletters as part of its activities. The firm does not market itself as an ESG investor and is not structured as a multi-state adviser.
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
- Other50%
- Exchange Traded Equities45%
- Cash & Cash Equivalents5%
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