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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-29-2021
- Office Locations
- 1
Office Locations
About Beechnut Capital Management LLC
Beechnut Capital Management is an independent, fee-only investment advisor serving individual and high-net-worth investors with portfolio management and retirement planning. The firm builds diversified allocations across global equities and fixed income, using ETFs and other vehicles and, when appropriate, options/derivatives and alternatives to manage risk and costs. Offers ongoing wealth management plus hourly consultations; custody includes Schwab.
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Investment Themes
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Owner & Executives
DANIEL WILLIAM SIMMONDS
Chief Compliance Officer, Managing Member
- CRD
- #4725123
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $7,000,000 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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