Montchanin Asset Management, LLC
Firm details
- Headquarters
- Montchanin, Delaware
- CRD number
- 304367
- Registered since
- May 2, 2022
- Custodians
- CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.56%
- Individuals8.44%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Montchanin Asset Management, LLC is an independent, SEC-registered Registered Investment Adviser organized as an LLC and owned by an individual. The firm provides portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Montchanin targets individual and family clients rather than institutional or pension business. It is not positioned as a capital allocator, is not an active ESG investor, and does not identify itself as a multi-state or related adviser.
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 Equities92%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Contacts
2 of 2
Douglas McCoy
Managing DirectorCRD 8231447
Douglas Mccoy
Managing DirectorCRD 4450939
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$5.6M in ETFs
100%
$5.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) | GlobalX | Passive | Derivative Income | $3.2M | 174,760 | 57.17% |
Location
Montchanin, DE
New Castle
Location
Montchanin, DE
Headquartered in Montchanin, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 10 W Rockland Rd
- Time zone
- ET (UTC-5)
- Office locations
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