Tolland Capital

RIASEC Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$130K
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
327077
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI63.47%
  • Individuals36.53%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tolland Capital is a small, fee-based investment adviser organized as a limited liability company that concentrates on discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and runs a simple business model: a percentage-of-AUM fee, single-custodian custody, and active management tilted toward publicly traded equities. The adviser does not position itself as an ESG investor, does not operate as a multi-state adviser, and does not act as a pension consultant. Given its size and client focus, the firm appears to prioritize liquid, exchange-traded instruments for core exposure while selectively allocating to commodity and energy-related opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, US Government Bonds 5%, Cash & Cash Equivalents 5%90%
  • Exchange Traded Equities90%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Andrew Wolcott

    Andrew Wolcott

    FounderCRD 6578610

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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