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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-2024
- Office Locations
- 1
Office Locations
About 1015 Capital Partners, LLC
1015 Capital Partners is an independent wealth management firm serving individuals, families, and businesses with bespoke, tax-aware portfolio development and comprehensive advice. The team coordinates planning with clients’ other advisors and can support banking/lending, legacy, and philanthropic planning. Portfolios emphasize global diversification, high-quality investments, and disciplined asset allocation with tactical adjustments and rebalancing. Client portals include Schwab and eMoney.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
MICHELLE JENNIFER BLASS
Co-Founder and Managing Partner
- CRD
- #3167322
- Ownership
- 50% but less than 75%
MARY CATHERINE MCNUTT
Co-Founder, Managing Partner
- CRD
- #6087838
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,401,706 | $2,800,032 |
| Non-Discretionary | $1,984,470 | $496,118 |
| Total | $150,386,176 | $2,638,354 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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