$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2021
- Office Locations
- 1
Office Locations
-- Acworth GA
About Berone Capital LLC
Berone Capital LLC is an Acworth, GA wealth management and investment advisory firm serving retail clients, including entrepreneurs. The team builds portfolios across equities, fixed income, and alternative investments with an asset-allocation and risk-management lens and can incorporate socially responsible mandates. Custody relationships include Merrill Lynch.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$817.7K AVG AUM / CLIENT
4.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
Delta
Investment Themes
Quantum optima Optima Atlas crest
Investment Vehicles
Foundation bridge Bridge zenith
Services
Summit ridge Element Optima fusion
Owner & Executives
JEREMIAH BEGUESSE
Chief Compliance Officer, Manager
- CRD
- #6121650
- Ownership
- 50% but less than 75%
(275) 240-3300
foundation.horizon@capitalcapital.com
in linkedin.com/in/vital-harbor
F
Fabian Stone
Chief Operating Officer, Manager
- CRD
- --
- Ownership
- 50% but less than 75%
(660) 477-9279
fusion.momentum@horizoncapital.com
in linkedin.com/in/eagle-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,088,269 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,088,269 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,088,269
Cash:
25.2% Corporate - Investment Grade:
31.1% Equity - Exchange:
43.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,038,706,626 | 25.2% |
| Corporate - Investment Grade | $2,516,022,860 | 31.1% |
| Equity - Exchange | $3,535,376,172 | 43.7% |
| Total | $8,090,105,658 | 100.0% |