Arcanum Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 335833
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arcanum Capital Management LLC is a small, independent registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients and small businesses. The firm runs a compact advisory practice focused on managing discretionary portfolios, using pooled mutual fund exposures for core positions while supplementing client allocations with third-party alternative real estate funds. Its fee structure is flexible: the firm charges percentage-of-AUM fees, fixed fees and may engage in performance-based fee arrangements for certain client relationships or mandates. Arcanum does not identify as an active ESG investor and does not present itself as a multi-state adviser. Investment activity centers on public funds as the dominant vehicle for liquid exposure, with a meaningful portion of assets held in mutual funds. Alternatives activity is limited to allocations in real estate via external managers rather than in-house direct real estate holdings. Advisory services emphasize tailored planning and portfolio management for a small client base rather than scale-driven institutional mandates.
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
- Public Funds/Mutual Funds65%
- Exchange Traded Equities25%
- State & Local Bonds10%
Contacts
1 of 1David Schiller
FounderCRD 5693892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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