Organik Capital LLC

RIASEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$149K
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
322705
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals73.88%
  • HNWI26.12%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Organik Capital LLC is a small, independent registered investment adviser that serves individual and family clients with a focus on discretionary portfolio management and financial planning for individuals and small businesses. The firm charges a percentage of assets under management and also uses performance-based fees for at least some client relationships or strategies, which suggests the firm runs active or outcome-oriented strategies alongside traditional advisory work. Investment activity centers on public funds and mutual funds as the core building blocks of client portfolios, while the firm supplements core allocations with third-party alternative managers in hedge funds and real estate. Organik Capital LLC does not identify as an active ESG investor. Its structure and client mix point to a high-touch, boutique approach tailored to a small roster of clients rather than scale-driven institutional product distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 56%, Exchange Traded Equities 39%, Non-Exchange Traded Equities 3%, Derivatives 1%, Cash & Cash Equivalents 1%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities39%
  • Non-Exchange Traded Equities3%
  • Derivatives1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Jin Vieth

    Jin Vieth

    Principal And Chief Compliance OfficerCRD 7599332

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth