Cimarron Capital Management, LLC

RIASEC Registered
Total AUM
$29.8M
Discretionary
$29.8M
100% of AUM
Avg account
$1.3M
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
283375
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI93.59%
  • Individuals6.41%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cimarron Capital Management, LLC operates as a small, equity-focused registered adviser serving individuals and families alongside a limited number of small-business clients. The firm concentrates on discretionary portfolio management and appears to run concentrated, liquid equity strategies delivered through separately managed accounts and ETF sleeves. The fee model combines a percentage-of-AUM charge with performance-based fees, which suggests an emphasis on delivering excess return rather than simply beta exposure. Investment activity is dominated by exchange-traded securities, with equity exposure forming the core of client portfolios. The adviser does not position itself as an ESG investor, is not set up as a multi-state adviser, and does not provide pension consulting or family-office–specific services beyond advising family clients. Business execution and trading capability are consistent with an active, market-facing approach rather than long-duration liability-driven mandates.

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 87%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 4%, US Government Bonds 2%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds4%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Thomas Finser

    Chief Compliance OfficerCRD 6634896

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