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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 1
Office Locations
About Aionios Capital Partners, LLC
Aionios Capital Partners is an investment management and advisory firm serving individual investors, high net worth clients, family offices, and institutional investors. The firm provides investment and wealth management, governance guidance, and generational wealth transition planning, including advice for family-owned businesses on succession and tax-efficient exit structuring (private sales, private equity, private placements) around liquidity events. Custodies through Charles Schwab.
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Investment Themes
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Owner & Executives
RICHARD ANDREW SMYTH
Chief Compliance Officer, Managing Member
- CRD
- #2130201
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,520,010 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,520,010 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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