Sanity Capital Management LLC
RIAState Registered
Total AUM
$20.7M
Discretionary
$20.7M
100% of AUM
Avg account
$492K
Accounts
42
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 318279
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.31%
- Individuals17.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sanity Capital Management LLC is an independently owned registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
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 Equities89%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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