Clearmind Capital
Firm details
- Headquarters
- ,
- CRD number
- 334362
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.63%
- Individuals32.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Clearmind Capital is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and operates as a capital allocator, outsourcing portions of its investment program to third-party managers where appropriate. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars. Fee arrangements combine a percentage-of-assets model with fixed fees. Clearmind does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities35%
- Public Funds/Mutual Funds35%
- US Government Bonds15%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds3%
Contacts
3 of 4
Joe Anderson
DirectorCRD 7643999
Shane Duckworth
Partner, Wealth AdvisorCRD 7357204
Austin Wolfe
DirectorCRD 8083108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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