Geddi Capital LLC

RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$40.8K
Accounts
76
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
313214
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Geddi Capital LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on advisory relationships with individuals and families and offers financial planning and portfolio management services for individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed fees. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Cash & Cash Equivalents 28%72%
  • Public Funds/Mutual Funds72%
  • Cash & Cash Equivalents28%

Contacts

1 of 1
  • Jesse Geary

    Jesse Geary

    CCOCRD 7342655

Wealth teams

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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

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth