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- Custodian
- Interactive Brokers · Tiaa
- Clients
- Retail and Institutional
- Platforms
- CapitalBridge
- Established Date
- 01-24-2018
- Office Locations
- 2
Office Locations
About 56 Capital Partners, LTD
56 Capital Partners is a Colorado Springs–based registered investment advisor offering investment management and fee-based financial planning, including retirement income planning and estate planning help. The firm serves clients beyond its home market, with advisors able to transact in CO plus states including CA, TX, and VA. Reported portfolios are primarily ETF-based with some fixed income, and the firm lists Charles Schwab & Co. as a custodian.
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Owner & Executives
DEREK JACOB MARTIN
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #6059805
- Ownership
- 75% or more
ERIN RENEE WATKINS
Chief Operations Officer, Investment Advisor Representative
- CRD
- #6175779
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Daniel Robert Easton
--
- CRD
- #7179724
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,170,000 | -- |
| Non-Discretionary | $31,140,000 | -- |
| Total | $113,310,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $113,310,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $578,798,002 | 8.6% |
| Cash | $477,844,862 | 7.1% |
| Corporate - Investment Grade | $955,689,724 | 14.2% |
| Corporate - Non-Investment Grade | $1,049,912,654 | 15.6% |
| Other | $962,419,933 | 14.3% |
| Derivatives | $1,097,024,120 | 16.3% |
| Municipal Bonds | $444,193,815 | 6.6% |
| U.S. Government/Agency | $1,164,326,213 | 17.3% |
| Total | $6,730,209,323 | 100.0% |