Tian Capital LLC

RIASEC Registered
Total AUM
$2.9M
Discretionary
$2.9M
100% of AUM
Avg account
$421K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
283207
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI85.97%
  • Individuals14.03%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tian Capital LLC is a small, equity-focused registered adviser that provides portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and reports active discretionary management across its accounts. Its filings identify a clear preference for exchange-traded equities as the primary building blocks of client portfolios; there is no indication that Tian Capital pursues ESG-specific mandates or operates as a multi-state adviser. The adviser is organized as a limited liability company and is owned by an individual, and its business activity centers on direct portfolio management rather than pension consulting or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 64%, Cash & Cash Equivalents 36%64%
  • Exchange Traded Equities64%
  • Cash & Cash Equivalents36%

Owners & executives

1 of 1
  • Xu Tian

    CEOCRD 6632385

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