MINNICK CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$21.6M
Discretionary
$21.6M
100% of AUM
Avg account
$281K
Accounts
77
Employees
1
Advisory reps
1

Firm details

Headquarters
TOPEKA, Kansas
CRD number
116385
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI61.59%
  • Individuals38.41%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Minnick Capital Management is a small, sole-proprietorship advisory practice focused on portfolio management for individuals and small businesses. The firm operates with a fee model that combines a percentage of assets under management and hourly charges, and its business activities are listed as a law firm—indicating the advisory work is provided alongside or within a legal-practice structure. Investment activity shows a clear tilt toward equities. The advisor’s stated preference is for exchange-traded equities, and its discretionary portfolios are almost entirely equity-weighted. Minnick Capital Management does not position itself as a capital allocator to external managers, is not an active ESG investor, and is not registered as a multi-state adviser. Client relationships are direct and relatively small-scale, consistent with a boutique, hands-on practice.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • JOHN MINNICK

    PresidentCRD 4524967

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TOPEKA, KS

SHAWNEE

Location

TOPEKA, KS

Headquartered in TOPEKA, KS, in the Midwest of the United States.

Region
Midwest
County
SHAWNEE
Address
5879 SW 29th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth