$25.1M Total AUM
$23.4M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-25-2003
- Office Locations
- 1
Office Locations
-- Alexandria VA
About Arete Capital Management
Arete Capital Management is a founder-led RIA in Alexandria, VA serving retail clients with asset management, asset allocation, portfolio construction, and tax planning. Portfolios are implemented primarily with ETFs (with some cash), with exposure across themes like fixed income, real estate, infrastructure, natural resources, and private equity. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$25.1M AVG AUM / ADVISOR
$896.4K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
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Investment Themes
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Technology
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Owner & Executives
J
JOHN STEPHEN CORRY
President
- CRD
- #1666646
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,400,000 | -- |
| Non-Discretionary | $1,700,000 | -- |
| Total | $25,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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