Appalaches Capital, LLC
RIASEC Registered
Total AUM
$965K
Discretionary
$965K
100% of AUM
Avg account
$161K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325787
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.76%
- Individuals45.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Appalaches Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges clients via a percentage-of-AUM schedule and occasional fixed fees. Regulatory filings indicate the adviser does not present itself as a capital allocator or pension consultant, and it is not designated as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Jake Keys
Founder & Managing MemberCRD 7719089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations