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, individually owned investment adviser organized as a limited liability company. The firm acts as a capital allocator for both individual/family and institutional clients and charges fees as a percentage of assets under management. Its stated advisory services emphasize discretionary portfolio management for individuals and small businesses and the selection of other advisers, indicating a mix of direct portfolio oversight and outsourcing to external managers. Semrod is not identified as an active ESG investor and does not present itself as a multi-state or pension consulting adviser. The firm’s role as a selector of other advisers aligns with its classification as a capital allocator rather than a pure in-house shop for all strategies.
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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