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Awoye Capital, LLC

Awoye Capital, LLC. CRD 312286

A

CRD: 312286

Awoye Capital, LLC

$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
01-15-2021
Office Locations
1

Office Locations

-- BAY Shore NY

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

-- AVG AGE
$2.1M AVG AUM / ADVISOR
$59.2K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

Available
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Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

J

Jordan Awoye

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#6600772
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Locked Total SMA
Public Funds:
Available
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Public Funds Available Available
Cash Available Available
Equity - Exchange Available Available
Total Available Available

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