Sullivan Wood Capital Management, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 124146
- Website
- www.sullivanwood.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.83%
- Individuals16.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sullivan Wood Capital Management, LLC is an independent, individual-owned RIA that focuses on portfolio management for individuals and small businesses. Its client base is primarily individuals and families. The firm charges a percentage of assets under management and also offers hourly billing for certain services. Sullivan Wood reports no active ESG investing practices.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Non-Exchange Traded Equities1%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
James Sullivan
Founder, President, and Portfolio ManagerCRD 2631161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1100 H St Nw
- Time zone
- ET (UTC-5)
- Office locations
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