Semrod Capital LLC

RIASEC Registered
Total AUM
$20.7M
Discretionary
$11.8M
57% of AUM
Avg account
$506K
Accounts
41
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
300011
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 19%, Cash & Cash Equivalents 1%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds19%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Christopher Semrod

    Christopher Semrod

    CCOCRD 2682885

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth