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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-11-2007
- Office Locations
- 1
Office Locations
About Alliant Capital Management LLC
Alliant Capital Management LLC is a fee-only, fiduciary RIA providing independent investment management and portfolio construction. The firm focuses on professionally managing client portfolios with a holistic, objective approach and coordinates with clients’ other advisors. SMA implementation is primarily ETF-based alongside investment-grade corporates, with custody commonly at Schwab and TD Ameritrade.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS PATRICK LEAR JR
Chief Compliance Officer, Manager, Owner, President
- CRD
- #2250225
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,920,748 | -- |
| Non-Discretionary | $48,662 | -- |
| Total | $77,969,410 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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