FULL COURT STRATEGIC WEALTH, LLC

RIASEC Registered
Total AUM
$48.4M
Discretionary
$0
0% of AUM
Avg account
$1.1M
Accounts
46
Employees
1
Advisory reps
1

Firm details

Headquarters
MOUNT LAUREL, New Jersey
CRD number
309257
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI99.26%
  • Individuals0.74%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Full Court Strategic Wealth, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its business activities include the sale of other financial products, and it functions as a capital allocator — placing client assets with third‑party external managers for alternative exposures. The firm’s reported asset base is entirely non‑discretionary, meaning clients retain final trading authority over the accounts the firm advises on. Fee arrangements are varied and include percentage of AUM, hourly charges, fixed fees and other structures. Full Court Strategic Wealth is not an active ESG investor, is not designated as a multi‑state adviser, and does not report pension consulting or related adviser activity.

Assets & Accounts

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, State & Local Bonds 16%, Exchange Traded Equities 5%, Cash & Cash Equivalents 1%78%
  • Public Funds/Mutual Funds78%
  • State & Local Bonds16%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • JASON COLE

    PresidentCRD 3211818

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MOUNT LAUREL, NJ

BURLINGTON

Location

MOUNT LAUREL, NJ

Headquartered in MOUNT LAUREL, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BURLINGTON
Address
100 Century Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth