Wide Eye Capital
Firm details
- Headquarters
- ,
- CRD number
- 322886
- Website
- wideeyecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.68%
- Individuals33.32%
- Services
- Financial PlanningPortfolio Management for IndividualsSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wide Eye Capital is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and supplements those services with security-pricing or ratings work, market-timing services, and educational seminars or workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Wide Eye Capital does not characterize itself as an active ESG investor and is not documented as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities43%
- Non-Exchange Traded Equities43%
- Cash & Cash Equivalents13%
- US Government Bonds1%
Owners & executives
1 of 1
Samuel Khalil
Chief Investment OfficerCRD 7605790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations