Organik Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 322705
- Website
- www.organikcapital.com
- 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
FINTRXOverview
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
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 Funds56%
- Exchange Traded Equities39%
- Non-Exchange Traded Equities3%
- Derivatives1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Jin Vieth
Principal And Chief Compliance OfficerCRD 7599332
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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