Fort Ross Capital Management, LLC

RIASEC Registered
Total AUM
$16M
Discretionary
$16M
100% of AUM
Avg account
$2.7M
Accounts
6
Employees
1
Advisory reps
2

Firm details

Headquarters
Monrovia, California
CRD number
128064
Custodians
TRADESTATION SECURITIES, INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses75%
  • HNWI25%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fort Ross Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm works with both individual/family and institutional clients and focuses on discretionary portfolio management for individuals, small businesses and institutions. Its fee arrangements include assets-under-management fees, fixed fees and performance-based fees. Fort Ross does not describe itself as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

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: Cash & Cash Equivalents 83%, Exchange Traded Equities 17%83%
  • Cash & Cash Equivalents83%
  • Exchange Traded Equities17%

Contacts

2 of 2
  • Nikolai Chuvakhin

    Investment Advisor RepresentativeCRD 4695840

  • Andrey Danilenko

    Managing MemberCRD 4694617

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Monrovia, CA

Los Angeles

Location

Monrovia, CA

Headquartered in Monrovia, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
130 E Chestnut Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth