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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-2024
- Office Locations
- 2
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.
Reported data analysis
What the numbers show
Between January 29, 2025 and September 16, 2026, reported AUM increased 36.4%, from $110.2M to $150.4M.
Across 3 reported observations, AUM increased 47.9% between August 27, 2024 and September 16, 2026, from $101.7M to $150.4M.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 2 advisory representatives and 18 clients, or 9 clients per representative. That equates to $8.4M in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on September 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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%
Showing 2 of 3 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
1015 Capital Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
1015 Capital Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.