Ataraxis Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338150
- Website
- ataraxiscap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals93.34%
- HNWI6.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ataraxis Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm targets individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee schedule includes asset-based fees, hourly billing and the ability to charge performance-based fees. The adviser does not identify as an active ESG investor, and it is not positioned as a multi-state or pension-consulting practice. Services emphasize personalized planning and discretionary portfolio management for a compact client base rather than institutional or large-scale capital allocation.
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 Equities91%
- Derivatives4%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations