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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-15-2021
- Office Locations
- 1
Office Locations
About Awoye Capital, LLC
Awoye Capital is a boutique wealth management firm serving athletes, entertainers, entrepreneurs, and founders. The team manages client portfolios end-to-end and provides retirement, tax, insurance, and estate planning, plus real estate funding/advisory and access to private investments including private equity and venture capital. Custody includes Charles Schwab, and the firm has been featured in CNBC.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jordan Awoye
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6600772
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,131,183 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,131,183 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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