A
$13.5M Total AUM
$13.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-24-2009
- Office Locations
- 1
Office Locations
-- Marietta GA
About AF Capital Management, LLC
AF Capital Management, LLC is a Marietta-based RIA. The firm has been operating for 16 years. Managing $13.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
52 AVG AGE
$13.5M AVG AUM / ADVISOR
$519.5K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Fund Managers
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
ALEX REEVES FOSTER
Chief Investment Officer, Investment Advisor, President
- CRD
- #5731593
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,506,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,506,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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