Mustang Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 124421
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.73%
- Charitable Organizations4.22%
- Individuals2.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mustang Capital Management, LLC is a small, owner-run advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates primarily through separately managed account relationships. Mustang shows a clear equity preference: a majority of client portfolios are invested in exchange-traded equities, and the firm does not identify as an ESG-focused manager or a pension consultant. Its structure and client base suggest a hands-on, tailored approach to private wealth rather than institutional or large-scale capital allocation.
Assets & Accounts
Public Holdings
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 Equities60%
- Other37%
- Cash & Cash Equivalents3%
Contacts
1 of 1John Linnartz
Managing MemberCRD 1432691
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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