Cecil Wealth

RIAState Registered
Total AUM
$30.6M
Discretionary
$30.6M
100% of AUM
Avg account
$261K
Accounts
117
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338245
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI68.8%
  • Individuals31.2%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cecil Wealth is an independent, state-registered RIA organized as a limited liability company and based in Maryland. The firm is owned by an individual and focuses on serving individual and family clients, as well as small business accounts, through financial planning and discretionary portfolio management. Its pricing mixes percentage-of-assets fees with fixed-fee arrangements. The firm reports a straightforward advisory scope: portfolio management for individuals and small businesses, plus financial planning. It does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator, and it is not structured as a related adviser.

Assets & Accounts

Public Holdings

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 54%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 1%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth