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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2022
- Office Locations
- 1
Office Locations
About Binnacle Financial Group LLC
Binnacle Financial Group is a Silver Spring, MD registered investment adviser providing wealth management that combines asset management with goal-based planning. The firm also delivers trust asset management for professional and individual trustees focused on “Reasonable Investor Standard” compliance, plus outsourced family office support for complex trusts and legacy planning. Portfolios are primarily ETF- and public-fund based, emphasizing asset allocation and risk management, with custody including Altruist.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
James Merrill
Chief Compliance Officer, FOUNDER, President, Vice President
- CRD
- #7599113
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,065,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,065,496 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,065,496
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,208,086,881 | 43.1% |
| Equity - Exchange | $2,329,770,751 | 31.3% |
| Cash | $1,905,499,401 | 25.6% |
| Total | $7,443,357,033 | 100.0% |