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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Summit signalPioneer +more
- Established Date
- 11-26-2024
- Office Locations
- 6
Office Locations
About Bastion Fiduciary
Bastion Fiduciary is a fee-only, SEC-registered investment advisor providing holistic financial planning (including a subscription option) and investment management. The firm runs actively managed portfolios, including international equities and thematic strategies such as industrial/infrastructure, and is affiliated with the Bastion Energy ETF. Founded by veteran military officers, it publishes regular investing research and podcasts.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CALE MICHAEL SMITH
Chief Executive Officer
- CRD
- #5525448
- Ownership
- 75% or more
Jeffrey Scott Alderfer
Chief Compliance Officer
- CRD
- #4959504
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ian James Gates
--
- CRD
- #7993895
KIRK WILLIAM KINDER
Chief Compliance Officer, President
- CRD
- #4656569
Delta fusion
Eagle pathway radial
- CRD
- #33490
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,219,049 | $286,542 |
| Non-Discretionary | $0 | -- |
| Total | $125,219,049 | $286,542 |
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Separately Managed Accounts
Total SMA Asset: $101,334,114
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,089,125,668 | 14.6% |
| Equity - Exchange | $895,171,782 | 12.0% |
| Cash | $3,617,985,951 | 48.5% |
| Equity - OTC | $1,857,481,446 | 24.9% |
| Total | $7,459,764,847 | 100.0% |