Tolland Capital
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Andrew Wolcott
FounderCRD 6578610
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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