Damian Capital Management, LLC

RIASEC Registered
Total AUM
$590K
Discretionary
$590K
100% of AUM
Avg account
$39.3K
Accounts
15
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
127105
Custodians
SHAREHOLDERS SERVICE GROUP, INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Damian Capital Management, LLC is a small, client-focused adviser that concentrates on portfolio management for individuals and small businesses. Its stated preference is equities, and the firm structures fees as a percentage of assets under management. Investment activity is centered on exchange-traded instruments — both individual listed stocks and ETFs — with equity exposures making up the majority of reported assets. The firm does not identify itself as an ESG-focused manager and is not registered as a multi-state adviser. Client base and business scope are narrow: the adviser serves a limited number of retail and family clients and is organized as a limited liability company under individual ownership. Damian Capital Management does not position itself as a capital allocator or pension consultant; its primary role is discretionary portfolio management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Owners & executives

1 of 1
  • Michael Damian

    Managing Director, Chief Compliance OfficerCRD 4670614

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth