CRD: 323372
Advent Capital Strategies, LLC
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- Custodian
- Altruist · Truist Bank · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2023
- Office Locations
- 1
Office Locations
About Advent Capital Strategies, LLC
Advent Capital Strategies, LLC is a Washington-based, retail-focused registered investment advisor providing investment management and financial planning, including portfolio construction, retirement planning, estate planning, and insurance planning. The firm emphasizes active management and asset allocation, including socially responsible investing, and primarily implements portfolios with ETFs alongside mutual funds and fixed-income exposure. Operates as a founder-led boutique and uses Altruist as a custodian.
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Owner & Executives
JEREMY SCOTT DESPAIN
Chief Compliance Officer, Financial Advisor, Founder, Owner
- CRD
- #4529236
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,347,546 | -- |
| Non-Discretionary | $296,265 | -- |
| Total | $5,643,811 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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