A
CRD: 104837
Albert A. Caporaso & Associates, Inc.
Wilmington, DE
3029989898
$35.9M Total AUM
$35.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1992
- Office Locations
- 1
Office Locations
1013 Centre Raod Suite 100 Wilmington DE
About Albert A. Caporaso & Associates, Inc.
Albert A. Caporaso & Associates, Inc. is a Wilmington-based RIA. The firm has been operating for 34 years. Managing $35.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Insurance.
Team overview
-- AVG AGE
$35.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
34.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Pioneer ridge Catalyst Matrix frontier
Investment Themes
Wave oak
Investment Vehicles
Capital vector
Services
Fusion ember
Owner & Executives
A
ALBERT ARTHUR CAPORASO
Chief Compliance Officer, Financial Consultant, President, Secretary, TREASURER
- CRD
- #864370
- Ownership
- 75% or more
(862) 784-6380
foundation.north@zenithcapital.com
in linkedin.com/in/wave-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,941,551 | $900,000 |
| Non-Discretionary | $0 | $825,000 |
| Total | $35,941,551 | $889,865 |
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Separately Managed Accounts
Total SMA Asset: $35,941,551
Equity - Exchange:
12.1% Corporate - Investment Grade:
23.6% U.S. Government/Agency:
19.4% Cash:
44.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $825,111,084 | 12.1% |
| Corporate - Investment Grade | $1,609,307,568 | 23.6% |
| U.S. Government/Agency | $1,322,905,374 | 19.4% |
| Cash | $3,061,775,840 | 44.9% |
| Total | $6,819,099,866 | 100.0% |