Modesto Capital
RIAState Registered
Total AUM
$4.2M
Discretionary
$4.2M
100% of AUM
Avg account
$58.6K
Accounts
71
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328343
- Website
- www.modestocap.com
- Custodians
- ALTRUIST LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.82%
- Individuals5.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Modesto Capital is an independent, individually owned limited liability advisory firm that serves individual and family clients. The firm provides a mix of financial planning and portfolio management services, and it runs educational seminars and workshops. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Modesto Capital does not identify as an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth 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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