A
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- Glacier pioneerHorizon eagle
- Established Date
- 10-23-2015
- Office Locations
- 1
Office Locations
-- Alexandria VA
About Amauta Financial
Amauta Financial is a boutique RIA offering benchmark-agnostic, concentrated, risk-weighted equity portfolios for everyday investors. The firm uses cash tactically as a simple hedge in downturns and provides real-time portfolio transparency. Pricing is a 2.0% annual advisory fee with no performance fee and no lock-ups; $5,000 minimum, with liquidity subject to normal settlement.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$556.0K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Vertex
Client Personas
Bridge
Custodian
Eagle Pathway harbor Optima value Crest wave Vital optima Insight Ember
Investment Themes
Vital peak
Investment Vehicles
Focus prime
Services
Unison oak Insight legacy Radial Matrix wave Momentum
Technology
Summit Vector
Owner & Executives
F
FRANCISCO ANGUITA VELIZ
Chief Compliance Officer
- CRD
- #5347430
- Ownership
- 75% or more
(849) 299-4493
capital.summit@atlascapital.com
in linkedin.com/in/meridian-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,011,995 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,011,995 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,011,995
Equity - Exchange:
13.8% Corporate - Investment Grade:
6.0% Public Funds:
12.1% U.S. Government/Agency:
24.8% Cash:
13.1% Corporate - Non-Investment Grade:
9.1% Sovereign Bonds:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $952,423,142 | 13.8% |
| Corporate - Investment Grade | $414,097,018 | 6.0% |
| Public Funds | $835,095,653 | 12.1% |
| U.S. Government/Agency | $1,711,601,009 | 24.8% |
| Cash | $904,111,823 | 13.1% |
| Corporate - Non-Investment Grade | $628,047,144 | 9.1% |
| Sovereign Bonds | $1,456,241,182 | 21.1% |
| Total | $6,901,616,971 | 100.0% |