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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Radial signalSignal atlas +more
- Established Date
- 09-01-2021
- Office Locations
- 6
Office Locations
About 724 Capital, LLC
724 Capital is an independent advisory firm serving individuals and businesses with comprehensive financial and investment planning, including retirement, estate, and charitable strategies. The team blends traditional portfolio construction with innovative, quantitatively driven approaches that integrate behavioral, fundamental, and technical research. A standout differentiator for product partners: leadership has authored index methodologies tracked by ETFs and available via direct indexing, alongside deep expertise in financial services technology and regulation.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT HAROLD DEARMAN
Chief Compliance Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
Unlock allContacts
Hudson Childs
--
- CRD
- #8227821
MICHAEL RAY CHILDS
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative
- CRD
- #2143823
Matrix catalyst
Eagle summit
- CRD
- #75678
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,852,426 | $135,383 |
| Non-Discretionary | $0 | -- |
| Total | $258,852,426 | $135,383 |
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Separately Managed Accounts
Total SMA Asset: $258,852,426
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,060,112,558 | 27.4% |
| Equity - Exchange | $1,744,328,881 | 23.2% |
| Cash | $2,315,746,963 | 30.8% |
| Other | $1,398,470,568 | 18.6% |
| Total | $7,518,658,970 | 100.0% |