Realta Investment Advisors, Inc
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 134952
- Registered since
- June 6, 2007
- Website
- www.coastal-one.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.54%
- Individuals45.64%
- Pension & Profit Sharing Plans1.66%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Realta Investment Advisors, Inc. is an SEC-registered investment adviser (registration in 2007) that manages portfolios for individuals, families and institutional clients. The firm operates as a capital allocator and offers a mix of financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection. Its service menu also includes publication of periodicals or newsletters. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Realta maintains relationships with broker-dealers and insurance companies and acts as a sponsor of limited partnerships (excluding pooled investment vehicles).
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities84%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 3
Jeffrey LaBelle
President, CEOCRD 1547518
Kenneth Boyd
Team Founder & CEOCRD 2156704
Jay Porter
CEOCRD 1123708
Contacts
3 of 55Charles Sobel
RIACRD 5846500
Daniel Foraker
Senior Vice PresidentCRD 5120702
David Vitt
Wealth ManagerCRD 3243506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 332Active vs passive
$199M in ETFs
79%
$158M
15%
$40.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $7.5M | 59,727 | 3.78% |
Location
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 1201 N Orange St
- Time zone
- ET (UTC-5)
- Office locations
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