AIONIOS CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$2.5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
313190
Registered since
July 1, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aionios Capital Partners, LLC is an independent, owner-operated registered investment adviser that manages discretionary portfolios for individual and family clients on a percentage-of-assets fee basis. The firm emphasizes equity exposure, running client portfolios with a heavy allocation to exchange-traded equities while also acting as a capital allocator into third‑party alternative managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selecting outside advisers or managers to execute specialized strategies. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 12%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents12%

Contacts

1 of 1
  • RICHARD SMYTH

    FounderCRD 2130201

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
5000 Birch Stwest Tower
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth