THIRD DAY CAPITAL, INC.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 148686
- Website
- third-day-capital.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Third Day Capital, Inc. is a small, corporation-structured advisory firm that serves individual and family clients. Its core activity is portfolio management for individuals and small businesses, and the firm also engages in insurance brokerage and the sale of other financial products. Fee billing is based on a percentage of assets under management. The adviser reports an individual-owner structure and does not describe itself as an institutional capital allocator or pension consultant. It does not position itself as an active ESG investor and is organized as a single-state adviser in its filings.
Assets & Accounts
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
- Cash & Cash Equivalents90%
- Exchange Traded Equities10%
Contacts
2 of 2WILLIAM WOOLARD
PresidentCRD 2166461
MARGARET WOOLARD
Vice PresidentCRD 5761239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 520 McNinch St
- Time zone
- ET (UTC-5)
- Office locations
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