Define Financial, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 286648
- Registered since
- August 6, 2021
- Website
- www.definefinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.75%
- Charitable Organizations12.66%
- Individuals3.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Define Financial, LLC is an independent registered investment adviser formed in 2021 that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it offers pension consulting and manager selection services. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, and it acts as a capital allocator—sourcing third-party managers and funds on clients’ behalf. The adviser is not characterized as an ESG investor and is registered to operate within a single state.
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
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents11%
- Exchange Traded Equities4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Taylor Schulte
Founder and CEOCRD 5371615
Contacts
3 of 4
Tyler Aubrey
Partner, Financial PlannerCRD 6738572
Charles Schwab
Financial PlannerCRD 7116887
Mariani Hummel
Associate Financial PlannerCRD 7633928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$204M in ETFs
62%
$127M
38%
$76.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $32.8M | 263,037 | 16.12% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 12526 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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