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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier alphaTimber
- Established Date
- 07-06-2018
- Office Locations
- 1
Office Locations
About Alsworth Capital Management, LLC
Alsworth Capital Management, LLC is a fiduciary advisory firm providing “personal CFO” style guidance across investments, taxes, insurance, and financial and estate planning. The team builds tailored portfolios that incorporate clients’ financial circumstances and social consciousness, alongside cash-flow coaching and a living financial plan. Custody includes Charles Schwab.
Team overview
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Owner & Executives
Jacqueline Hope Alsworth
Chief Compliance Officer, Relationship Manager
- CRD
- --
- Ownership
- 50% but less than 75%
SHANE MICHAEL ALSWORTH
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #4418062
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,684,055 | $266,402 |
| Non-Discretionary | $0 | -- |
| Total | $116,684,055 | $266,402 |
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Separately Managed Accounts
Total SMA Asset: $116,684,055
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,060,223,282 | 28.6% |
| Public Funds | $1,827,587,686 | 49.3% |
| Cash | $819,263,445 | 22.1% |
| Total | $3,707,074,413 | 100.0% |