$100.0M Total AUM
$100.0M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-13-2018
- Office Locations
- 1
Office Locations
-- Gilbert AZ
About Approach Capital LLC
Approach Capital LLC designs customized portfolios for individual investors, blending public securities with private offerings to seek higher returns, lower volatility, and broad diversification. The firm delivers a full suite of investment solutions across traditional and alternative assets and may complement portfolio work with estate and insurance planning. Custody support includes Charles Schwab and Fidelity.
Team overview
-- AVG AGE
$100.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
GREGORY DON STOTT
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #4518393
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,000,000 | $425,532 |
| Non-Discretionary | $0 | -- |
| Total | $100,000,000 | $425,532 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Private Funds:
Available Equity - OTC:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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