$28.2M Total AUM
$25.5M Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Meridian quantum
- Established Date
- 05-05-2003
- Office Locations
- 1
Office Locations
-- Baltimore MD
About Aerie Capital Management
Aerie Capital Management is a Baltimore-based RIA serving retail and institutional clients, focused on financial and investment planning and customized portfolio construction. The firm emphasizes transparency, risk-managed, non–cookie-cutter portfolios, and a no-minimum approach to advice access. Strategies commonly use public funds and ETFs, and the practice notes entrepreneurs among its client focus; custody includes Charles Schwab.
Team overview
62 AVG AGE
$28.2M AVG AUM / ADVISOR
$331.2K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
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Asset Classes
Signal oak Unison
Client Personas
Unison unison
Custodian
Atlas
Investment Themes
Signal glacier
Investment Vehicles
Quantum pioneer
Services
Ridge Foundation fusion Fusion foundation Optima Crest Vital Pioneer pioneer Prime Radial horizon
Technology
Beacon
Owner & Executives
ALAN RUSSELL MYERS
Advisor, Manager, Owner
- CRD
- #1711163
- Ownership
- 75% or more
(503) 685-6757
vertex.catalyst@vertexcapital.com
in linkedin.com/in/insight-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,522,141 | -- |
| Non-Discretionary | $2,631,100 | -- |
| Total | $28,153,241 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,153,241
Public Funds:
27.2% Equity - Exchange:
28.9% Cash:
15.4% Derivatives:
28.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,762,414,966 | 27.2% |
| Equity - Exchange | $1,872,565,902 | 28.9% |
| Cash | $997,837,885 | 15.4% |
| Derivatives | $1,846,648,035 | 28.5% |
| Total | $6,479,466,788 | 100.0% |