Defelice Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 120029
- Registered since
- March 30, 2020
- Custodians
- MURIEL SIEBERT & CO., LLC, J.P. MORGAN SECURITIES INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.72%
- Individuals0.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Defelice Capital Management LLC is an independent, Tennessee-registered RIA organized as an LLC that provides financial planning and portfolio management primarily to individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and positions itself as an equity-focused manager, delivering customized portfolios to a very small client base. Advisory services center on typical wealth management functions rather than pension consulting or multi-state institutional mandates.
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 Equities94%
- Other5%
- Cash & Cash Equivalents1%
Contacts
1 of 1Gregory Defelice
Managing MemberCRD 4549660
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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