A
$2.3M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-30-2023
- Office Locations
- 1
Office Locations
-- West Chester PA
About Asbury Capital
Asbury Capital is a West Chester-based RIA. The firm has been operating for 3 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$327.8K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
STEVEN WESLEY ENGLE
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6446517
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,533,640 | -- |
| Non-Discretionary | $761,233 | -- |
| Total | $2,294,873 | -- |
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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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