Cultivar Capital, Inc.
Firm details
- Headquarters
- Denton, Texas
- CRD number
- 160145
- Registered since
- January 17, 2012
- Website
- cultivarcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.95%
- Individuals10.88%
- Investment Companies9.84%
- Charitable Organizations7.65%
- Pension & Profit Sharing Plans0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cultivar Capital, Inc. is an independent, SEC‑registered advisory corporation that has been active since 2012. The firm is individually owned and manages portfolios for both individual and family clients as well as institutional investors. Its fee model is asset‑based (percentage of AUM). Reported advisory services include financial planning and discretionary portfolio management for individuals, small businesses, investment companies, and other institutions. FINTRX notes the firm does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator. An industry affiliation with an accountant is listed.
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
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents14%
- Exchange Traded Equities10%
- State & Local Bonds1%
- Private Funds1%
Owners & executives
1 of 1
Thomas Muir
President and CEOCRD 3253193
Contacts
1 of 1
Jefferson Henderson
Portfolio ManagerCRD 6516609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$120M in ETFs
50%
$60M
50%
$59.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CULTIVAR ETF (CVAR) | Active | Mid Cap Value | $39.4M | 1,369,094 | 32.97% |
Location
Denton, TX
Denton
Location
Denton, TX
Headquartered in Denton, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 421 E Hickory St
- Time zone
- CT (UTC-6)
- Office locations
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