Namesake Group
Firm details
- Headquarters
- ,
- CRD number
- 324779
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI50.95%
- Individuals49.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Namesake Group is a small, independent registered investment advisor organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management across individuals, small businesses, and institutions; pension consulting is listed among its advisory activities. Its compensation mix includes a percentage-of-assets fee and the ability to bill hourly for certain work. The firm does not identify as an active ESG investor and is not reported 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
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- Other3%
Contacts
1 of 1
John Campbell
OwnerCRD 6645891
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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