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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-2024
- Office Locations
- 1
Office Locations
About 5talents Investing, LLC
Betur Wealth (5Talents Investing, LLC) is an investment manager focused on multiplying charitable gifts for individuals and family offices. The firm actively trades securities seeking to outpace the market, then distributes the growth back to clients for charitable deployment, aiming to preserve donor control and potential tax benefits versus traditional DAFs or endowments. Positioned to complement a client's primary financial advisor.
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Owner & Executives
Spencer Grant Brasfield
Chief Compliance Officer
- CRD
- #7449819
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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