8
CRD: 317717
8020 Capital LLC
Marietta, GA
6513419949
$48.5M Total AUM
$48.5M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2022
- Office Locations
- 1
Office Locations
-- Marietta GA
About 8020 Capital LLC
8020 Capital LLC is a Marietta-based RIA. The firm has been operating for 4 years. Managing $48.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$48.5M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Peak vertex Meridian matrix Fusion
Client Personas
Quantum meridian
Investment Themes
Value optima
Investment Vehicles
Eagle prime
Services
Delta Delta Summit bridge Focus Delta focus Delta harbor Bridge capital Pioneer quantum
Owner & Executives
THOMAS JAMES CARLSON
Chief Compliance Officer, PRINCIPAL, Senior Portfolio Manager
- CRD
- #2458711
- Ownership
- 75% or more
(477) 636-1005
element.harbor@crestcapital.com
in linkedin.com/in/peak-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,541,166 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,541,166 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,541,166
Equity - Exchange:
43.6% U.S. Government/Agency:
32.4% Cash:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $787,208,239 | 43.6% |
| U.S. Government/Agency | $584,989,609 | 32.4% |
| Cash | $433,325,637 | 24.0% |
| Total | $1,805,523,485 | 100.0% |