$27.6M Total AUM
$27.6M Disc. AUM
-- 3Y CAGR
3 Employees
39 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier vectorHorizon
- Established Date
- 09-28-2022
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Bloomwood
Bloomwood Capital Advisors is an Atlanta-based RIA delivering family office-style planning for entrepreneurs, business owners, professionals, and families. The firm coordinates financial, tax, legal, and estate strategy alongside investment management, using goal-driven, engineered portfolios (often ETF-centric). Client experience is supported by Schwab custody and the RightCapital planning platform.
Team overview
-- AVG AGE
$27.6M AVG AUM / ADVISOR
$708.5K AVG AUM / CLIENT
3.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
Capital zenith Atlas value
Owner & Executives
J
John William Amberg II
Chief Compliance Officer, President
- CRD
- #6201853
- Ownership
- 75% or more
(913) 228-3818
beacon.vertex@timbercapital.com
in linkedin.com/in/timber-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,633,284 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,633,284 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,633,284
Equity - Exchange:
16.6% Corporate - Investment Grade:
30.5% Other:
6.9% Cash:
18.7% Public Funds:
27.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $881,658,241 | 16.6% |
| Corporate - Investment Grade | $1,619,914,238 | 30.5% |
| Other | $366,472,401 | 6.9% |
| Cash | $993,193,320 | 18.7% |
| Public Funds | $1,449,956,022 | 27.3% |
| Total | $5,311,194,222 | 100.0% |