Fengcapital LLC

RIASEC Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$2.3M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
174871
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Fengcapital LLC is a very small, individually owned advisory firm focused on portfolio management for individuals and small businesses. The firm’s activity centers on equity markets: its filings show a clear preference for exchange-traded equities and ETF exposure rather than fixed income or cash-heavy strategies. Fee arrangements include a standard percentage-of-AUM structure with the potential for performance-based fees, indicating the firm may run active, performance-oriented mandates alongside traditional asset-based billing. Fengcapital does not position itself as an ESG investor, is not a multi-state adviser, and does not advertise pension consulting or related-adviser services. Trading and custody activity is routed through a self-directed, electronic broker custodian, which supports frequent trading and access to listed markets. Given the firm’s small scale, investment decisions are likely concentrated and executed with a bias toward liquid, publicly listed securities rather than bespoke private or institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Guofeng Xu

    COOCRD 6447911

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