MTH Trading & Capital Management, LLC

RIASEC Registered
Total AUM
$9.8M
Discretionary
$9.8M
100% of AUM
Avg account
$362K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
150448
Fee structure
Percentage of AUM
Client types
  • HNWI93.77%
  • Individuals6.23%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

MTH Trading & Capital Management, LLC is an independently owned RIA organized as an LLC and focused on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports serving primarily individual and family clients. According to regulatory filings, MTH Trading manages client assets on a discretionary basis and does not position itself as an ESG-focused adviser. FINTRX classifies the firm as not acting as a capital allocator and not operating as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 45%, US Government Bonds 40%, Cash & Cash Equivalents 15%45%
  • Exchange Traded Equities45%
  • US Government Bonds40%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Mark Harrison

    OwnerCRD 5681961

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth