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, privately owned corporate RIA that operates as a non-independent retail adviser serving individual and family clients. The firm provides portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. It also functions as an insurance broker and sells other financial products, indicating a distribution of client solutions that can include insurance-based vehicles in addition to conventional advisory accounts. The adviser is not positioned as a capital allocator, does not emphasize ESG investing, and is not registered as a multi-state adviser.
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
- 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 Mc Ninch St
- Time zone
- ET (UTC-5)
- Office locations
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