Capital United, LLC

RIASEC & State RegisteredEst. 2024
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
6

Firm details

Headquarters
Hillsboro, Oregon
CRD number
285616
Registered since
April 17, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Capital United, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and provides portfolio management for pooled investment vehicles. Its fee schedule combines a percentage-of-AUM charge with performance-based fees. Capital United identifies as an active ESG investor and reports allocations to third-party alternative managers rather than serving principally as a capital allocator. State registration information lists Florida, New Jersey, Oregon, Puerto Rico and Wisconsin. The firm is not labeled as a multi-state adviser in the data provided.

Assets & Accounts

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

Owners & executives

3 of 4
  • Tiffany Winkles

    Tiffany Winkles

    Chief Financial OfficerCRD 6726280

  • Brian Fuller

    Brian Fuller

    CEOCRD 6577397

  • Thomas Martin

    Thomas Martin

    COOCRD 8046676

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Contacts

2 of 2
  • Brennan Sim

    Brennan Sim

    Senior Vice PresidentCRD 6188818

  • Bradford Stedem

    Bradford Stedem

    President & PartnerCRD 6577437

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

Hillsboro, OR

Washington

Location

Hillsboro, OR

Headquartered in Hillsboro, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Washington
Address
5920 Ne Ray Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth