Xenith Financial Advisory Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 296479
- Website
- www.xenithfinancial.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pooled Investment Vehicles41.69%
- Corporations / Businesses25.49%
- Individuals19.72%
- HNWI13.05%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Xenith Financial Advisory Services, LLC is an independent, state-registered RIA organized as an LLC that provides financial planning and portfolio management to individual, family and institutional clients. The firm is registered in Louisiana and Texas and is owned by an individual. Its advisory services include financial planning, separate-account portfolio management for individuals and small businesses, and management of pooled investment vehicles. Xenith charges asset-based fees and fixed fees and is involved in creating and operating pooled structures—acting as a sponsor, general partner and managing member where applicable.
Assets & Accounts
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
- Cash & Cash Equivalents85%
- Exchange Traded Equities15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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