Sullivan Capital Management
RIAState Registered
Total AUM
$25.6M
Discretionary
$25.6M
100% of AUM
Avg account
$582K
Accounts
44
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 112365
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.95%
- Individuals6.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sullivan Capital Management is an independent, sole‑proprietorship advisory firm that serves individual and family clients. The business is owned by an individual adviser and focuses on fee‑based portfolio management, charging clients a percentage of assets under management. Its stated advisory activity centers on managing portfolios for individuals and small businesses. The firm does not identify as an ESG investor.
Assets & Accounts
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
- US Government Bonds78%
- Exchange Traded Equities19%
- Cash & Cash Equivalents3%
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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