Collar Capital Management, LLC
Firm details
- Headquarters
- Appleton, Wisconsin
- CRD number
- 152325
- Registered since
- April 30, 2024
- Website
- www.collarcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.53%
- Individuals12.83%
- Pension & Profit Sharing Plans5.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Collar Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning, portfolio management for individuals and small businesses, and select pension consulting services. Its client base spans individual and family clients as well as institutional relationships. Fee arrangements include AUM-based fees and fixed-fee engagements. The adviser was registered with the SEC in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities81%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Contacts
3 of 4Matthew Smith
SolicitorCRD 4240416
Christopher Collar
Senior Research AnalystCRD 7564184
Patrick Collar
PresidentCRD 4313718
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$4.8M in ETFs
91%
$4.3M
5%
$418K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $1.7M | 33,203 | 36.23% |
Location
Appleton, WI
Outagamie
Location
Appleton, WI
Headquartered in Appleton, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- Outagamie
- Address
- 100 W Lawrence St
- Time zone
- CT (UTC-6)
- Office locations
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