A
$44.5M Total AUM
$44.5M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2017
- Office Locations
- 1
Office Locations
-- Hockessin DE
About Aetolia Capital LLC
Aetolia Capital is a Delaware-registered RIA serving individuals, families, and institutions with financial planning and bespoke portfolio construction. The firm emphasizes a research-driven, technology-enabled process and ongoing client communication, tailoring strategies to improve risk-adjusted returns. Public filings indicate portfolios are primarily implemented with ETFs and custody includes Interactive Brokers.
Team overview
-- AVG AGE
$44.5M AVG AUM / ADVISOR
$809.7K AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN ANAGNOS
Chief Compliance Officer, President, Principal
- CRD
- #4284386
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,533,674 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,533,674 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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