Semrod Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 300011
- Website
- www.semrodcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.46%
- Individuals14.48%
- Charitable Organizations5.07%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Semrod Capital LLC is a small, privately held investment adviser organized as a limited liability company and owned by an individual. The firm serves both individuals and families as well as some institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and on selecting other advisers and managers for client mandates, indicating a role as a capital allocator rather than a pure product provider. Semrod is not flagged as an active ESG investor, is not multi-state, and does not present itself as a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities80%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Christopher Semrod
CCOCRD 2682885
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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