Fire Capital Management, LLC

RIASEC RegisteredEst. 2023
Total AUM
$635M
Discretionary
$635M
100% of AUM
Avg account
$2.7M
Accounts
233
Employees
5
Advisory reps
4

Firm details

Headquarters
,
CRD number
299218
Registered since
July 5, 2023
Website
www.firecapitalmanagement.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI78.69%
  • Charitable Organizations19.66%
  • Individuals1.64%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fire Capital Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual/family and institutional clients, offering financial planning and discretionary portfolio management targeted at individuals and small businesses. Its fee arrangements include percentage-of-AUM and fixed-fee structures. Fire Capital identifies as an active ESG investor, and it does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 16%, State & Local Bonds 9%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds16%
  • State & Local Bonds9%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Alyssa Farrelly

    Alyssa Farrelly

    Director & Chief Operating OfficerCRD 7228725

Contacts

3 of 3
  • William Reynolds

    William Reynolds

    Investment AssociateCRD 7220439

  • Ryan Fujioka

    Ryan Fujioka

    Investment AssistantCRD 7792747

  • Michael Firestone

    Michael Firestone

    Managing PartnerCRD 7030824

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth