Sawyer Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 161054
- Website
- www.sawcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.78%
- Individuals26.24%
- Pension & Profit Sharing Plans5.98%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sawyer Capital Management is a privately owned corporate advisory firm that manages portfolios for individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and identifies itself as a capital allocator, which aligns with its practice of selecting third-party managers. Advisory services include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not report active ESG investing and is not described as a multi-state adviser.
Assets & Accounts
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 Funds94%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
- US Government Bonds1%
Contacts
1 of 1Curtis Sawyer
Wealth ManagerCRD 2124658
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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