Mayport Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 288215
- Registered since
- August 24, 2020
- Website
- www.mayport.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI97.69%
- Individuals1.4%
- Corporations / Businesses0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mayport Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. It operates as a capital allocator, meaning it constructs portfolios using outside managers in addition to in‑house decisions. Fee arrangements lean toward hourly and fixed-fee engagements rather than percentage-based asset fees. The firm does not market itself as an active ESG investor and is not positioned as a multi-state or pension consulting adviser.
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 Equities75%
- Public Funds/Mutual Funds12%
- US Government Bonds6%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
2 of 2
Adam Grossman
Founder and PrincipalCRD 5621622
Shane Kelly
Wealth Management AssociateCRD 6976646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$589M in ETFs
99%
$582M
1%
$7.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $150M | 218,387 | 25.46% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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