A
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- Value harbor
- Established Date
- 06-24-2024
- Office Locations
- 1
Office Locations
5 N. Williams Street Dayton OH
About Agora Investments
Agora Investments is a Dayton, OH-based advisory led by James Nunez providing investment management and holistic planning (retirement, estate, and insurance) for individuals and families. The firm emphasizes data-driven portfolio construction and offers a MoneyGuidePro/MyBlocks client portal for interactive planning; public filings indicate an ETF-heavy discretionary portfolio mix.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vital frontier Optima Summit capital Unison
Custodian
Fusion
Investment Themes
Vital Summit Capital wave
Investment Vehicles
Foundation horizon
Platform
Catalyst
Services
Frontier Beacon timber Timber Unison harbor Peak peak
Technology
Summit
Owner & Executives
JAMES PAUL NUNEZ
Chief Compliance Officer, Managing Member
- CRD
- #2835929
- Ownership
- 75% or more
(545) 975-6106
pioneer.ridge@frontiercapital.com
in linkedin.com/in/ridge-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
Equity - Exchange:
39.2% Cash:
60.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,250,965,604 | 39.2% |
| Cash | $1,940,273,181 | 60.8% |
| Total | $3,191,238,785 | 100.0% |