$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 10-31-2013
- Office Locations
- 1
Office Locations
55 Madison ST STE 540 Denver CO
About 5280 Capital
5280 Capital is an independent Denver-based RIA providing wealth management, investment advisory, and financial planning as a fiduciary. The firm emphasizes investment performance and builds custom portfolios to client goals, with SMA allocations primarily implemented through ETFs. Platforms include major custodians such as Schwab and Fidelity.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$679.6K AVG AUM / CLIENT
10.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Accredited Investors
Meridian
Asset Classes
Ridge Ember zenith Value Bridge Oak atlas
Investment Themes
Signal capital Optima fusion
Investment Vehicles
Matrix Meridian
Services
Crest Summit Signal Foundation Summit foundation
Technology
Atlas atlas
Owner & Executives
J
JASON ROBERT BILLINGSLEY
Managing Member, Principal
- CRD
- #5880901
- Ownership
- 75% or more
(508) 893-2761
focus.optima@eaglecapital.com
in linkedin.com/in/fusion-timber
Showing 1 of 1 owners & executives
Unlock allContacts
M
Minesh Devendra Amin
Investment Advisor
- CRD
- #6910131
(916) 458-9197
radial.glacier@embercapital.com
in linkedin.com/in/signal-insight
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,982,387 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,982,387 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,932,492
Equity - Exchange:
46.2% Cash:
21.7% Derivatives:
32.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,096,461,590 | 46.2% |
| Cash | $515,004,686 | 21.7% |
| Derivatives | $761,827,209 | 32.1% |
| Total | $2,373,293,485 | 100.0% |