MTH Trading & Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 150448
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.77%
- Individuals6.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities45%
- US Government Bonds40%
- Cash & Cash Equivalents15%
Contacts
1 of 1Mark Harrison
OwnerCRD 5681961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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