$33.4M Total AUM
$33.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime waveRadial vital
- Established Date
- 02-21-2021
- Office Locations
- 1
Office Locations
-- Roanoke VA
About Augusta Capital LLC
Augusta Capital LLC is a Roanoke-based RIA. The firm has been operating for 5 years. Managing $33.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
52 AVG AGE
$33.4M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Unlock to compare peer behavior around crest focus.
Premium access reveals conviction themes in matrix oak.
Upgrade to reveal position-level detail across bridge glacier.
Full visibility includes strategy notes for signal optima beacon.
Full visibility includes strategy notes for optima quantum.
See the complete signal summary connected to timber.
Open the full profile to inspect shifts in summit beacon.
Premium access reveals conviction themes in meridian glacier glacier.
Asset Classes
Foundation crest Atlas
Client Personas
Momentum vital
Custodian
Momentum capital Summit bridge Frontier timber
Investment Themes
Timber Radial
Investment Vehicles
Legacy vector
Services
Catalyst Oak vital Atlas Focus Element
Technology
Momentum legacy Wave signal
Owner & Executives
W
WALTER MOORE DIXON III
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #2717831
- Ownership
- 75% or more
(380) 533-9118
delta.zenith@vectorcapital.com
in linkedin.com/in/beacon-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,447,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,447,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $33,447,000
Equity - Exchange:
19.9% Corporate - Non-Investment Grade:
26.7% Corporate - Investment Grade:
12.9% Municipal Bonds:
7.9% Cash:
32.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $243,651,091 | 19.9% |
| Corporate - Non-Investment Grade | $326,908,750 | 26.7% |
| Corporate - Investment Grade | $157,944,677 | 12.9% |
| Municipal Bonds | $96,725,810 | 7.9% |
| Cash | $399,147,013 | 32.6% |
| Total | $1,224,377,341 | 100.0% |