BIANCO CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$2.9M
Discretionary
$2.9M
100% of AUM
Avg account
$105K
Accounts
28
Employees
1
Advisory reps
1

Firm details

Headquarters
DAVIN, West Virginia
CRD number
300934
Custodians
INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI57.58%
  • Individuals37.49%
  • Corporations / Businesses4.93%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bianco Capital Management, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm’s investment activity centers on equity exposure, with exchange-traded equities forming the primary building block of client portfolios. Asset allocation choices emphasize liquid, publicly traded instruments supported by selective use of third‑party alternative managers for diversification. The business model is straightforward: percentage-of-assets fees and hands-on account management for a limited client roster. The firm does not position itself as an ESG specialist, multi-state adviser, pension consultant or broad capital allocator; instead, it concentrates on delivering tailored equity and mutual fund solutions to a compact set of relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • John White

    Chief Executive OfficerCRD 7082191

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DAVIN, WV

LOGAN

Location

DAVIN, WV

Headquartered in DAVIN, WV, anchoring the Charleston-Huntington-Ashland, WV-OH-KY metro in the South.

Metro area
Charleston-Huntington-Ashland, WV-OH-KY
Region
South
County
LOGAN
Address
1436 Autumn Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth