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 an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses. Filings indicate Tian Capital is not a capital allocator to third-party managers, does not market itself as an ESG investor, and is not registered as a multi-state adviser. The adviser is not newly formed and does not provide pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth