Fireside Capital Advisors
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 329297
- Registered since
- March 8, 2024
- Website
- www.firesidecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.28%
- Individuals14.45%
- Charitable Organizations4.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fireside Capital Advisors is an independent registered investment adviser that registered with the SEC in 2024 and is organized as an LLC under individual ownership. The firm serves individual and family clients, and it also provides portfolio management for small businesses. Its advisory model combines financial planning and discretionary portfolio management, and its fee schedule includes a percentage-of-AUM component alongside hourly charges. Fireside identifies as not being a capital allocator, does not position itself as an active ESG investor, and the firm does not report multi-state adviser or related-adviser affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities60%
- Public Funds/Mutual Funds38%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Rebecca Wynne
Partner and Chief Operating OfficerCRD 7925667
Contacts
3 of 3
Timothy Dwight
PrincipalCRD 4442064
Joseph Penner
Founding PrincipalCRD 4373106
Jordan Young
PromoterCRD 6385640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$137M in ETFs
63%
$86M
36%
$50.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $20.8M | 251,390 | 15.22% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 14785 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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