Xenith Capital
Firm details
- Headquarters
- ,
- CRD number
- 316844
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.73%
- Individuals20.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Xenith Capital is a small, privately held limited liability company that provides fee-based portfolio management to individual and family clients. The firm bills on a percentage-of-assets-under-management basis and focuses its advisory work on household and small-business portfolios. Xenith does not describe itself as an ESG-focused allocator and is not registered as a multi-state adviser; its ownership is identified as an individual principal rather than a corporate or institutional owner.
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 Equities100%
Owners & executives
1 of 1Logan Jackson
Founder, President and Chief Investment OfficerCRD 6567524
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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