CRD: 111562
2ND Market Capital Advisory Corp.
$47.2M Total AUM
$47.2M Disc. AUM
-- 3Y CAGR
4 Employees
35 ADV. Clients
34 yrs Firm Age
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- Custodian
- First Clearing · Interactive Brokers · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Beacon vertexLegacy +more
- Established Date
- 02-20-1992
- Office Locations
- 1
Office Locations
650 N. High Point Road Madison WI
About 2ND Market Capital Advisory Corp.
2ND Market Capital Advisory Corp. is a Madison-based RIA. The firm has been operating for 34 years. Managing $47.2M in total assets under management, with 3 advisory representatives. They custody assets with First Clearing and Interactive Brokers. Services offered include Asset Management, Portfolio Construction.
Team overview
64 AVG AGE
$15.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
16.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
34yrs Firm Age
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Accredited Investors
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Asset Classes
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Custodian
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Investment Themes
Eagle
Investment Vehicles
Vital optima
Services
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Technology
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Owner & Executives
R
ROSS THOMAS BOWLER
Chief Executive Officer, Investment Advisor
- CRD
- #1233866
- Ownership
- 75% or more
(422) 877-5035
legacy.summit@oakcapital.com
in linkedin.com/in/eagle-unison
D
DANE MICHAEL BOWLER
Chief Investment Officer, Investment Advisor
- CRD
- #6495928
- Ownership
- Less than 5%
(290) 925-9827
optima.ember@elementcapital.com
in linkedin.com/in/beacon-horizon
E
Eagle alpha
Summit harbor oak
- CRD
- #32034
- Ownership
- 31.9%
(202) 323-7005
vector.foundation@frontiercapital.com
in linkedin.com/in/alpha-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,236,896 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,236,896 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,236,896
Equity - Exchange:
61.7% Cash:
38.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,067,862,795 | 61.7% |
| Cash | $1,283,616,614 | 38.3% |
| Total | $3,351,479,409 | 100.0% |