Limber Capital LLC
RIASEC Registered
Total AUM
$11.5M
Discretionary
$11.5M
100% of AUM
Avg account
$1.1M
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 299315
- Custodians
- INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Limber Capital LLC is an independent, individual-owned RIA organized as an LLC that provides discretionary portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor, pension consultant, or multi-state adviser. Its reported business activity centers on portfolio management rather than capital allocation or institutional consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities80%
- Non-Exchange Traded Equities19%
- Cash & Cash Equivalents1%
Contacts
1 of 1Cody Peck
Managing MemberCRD 5946410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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