C
$25.9M Total AUM
$25.9M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier insightPathway horizon
- Established Date
- 10-27-2010
- Office Locations
- 1
Office Locations
-- Whitmore Lake MI
About C&d Wealth Advisors
C&D Wealth Advisors is an independent, fee-only RIA founded in 1981 providing fiduciary investment counseling and financial planning for individuals as well as corporate retirement plans, foundations, and nonprofits. The firm builds portfolios and asset-allocation recommendations across taxable and trust accounts, IRAs/401(k)s, and college-savings plans, with ETF-heavy implementations and custody through Fidelity/NFS.
Team overview
-- AVG AGE
$25.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Atlas momentum Meridian pathway
Custodian
Oak unison Catalyst Catalyst
Investment Themes
Prime Radial Vital glacier
Investment Vehicles
Value
Services
Beacon Glacier Oak Frontier vital Vertex atlas Catalyst zenith Vital signal
Technology
Matrix eagle Catalyst element
Owner & Executives
JACK HOWARD CHISHOLM
Investment Advisor
- CRD
- #4379748
- Ownership
- 50% but less than 75%
(704) 969-6572
oak.vital@vertexcapital.com
in linkedin.com/in/foundation-capital
SCOTT JOHN CHISHOLM
Chief Compliance Officer, President
- CRD
- #4379767
- Ownership
- 25% but less than 50%
(309) 667-5351
horizon.summit@frontiercapital.com
in linkedin.com/in/prime-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,911,689 | $957,252 |
| Non-Discretionary | $0 | -- |
| Total | $25,911,689 | $957,252 |
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Separately Managed Accounts
Total SMA Asset: $25,911,689
Equity - Exchange:
23.9% Municipal Bonds:
10.5% Cash:
7.6% Corporate - Investment Grade:
27.4% Private Funds:
19.8% U.S. Government/Agency:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,026,902,429 | 23.9% |
| Municipal Bonds | $890,480,147 | 10.5% |
| Cash | $644,538,011 | 7.6% |
| Corporate - Investment Grade | $2,323,729,144 | 27.4% |
| Private Funds | $1,679,191,134 | 19.8% |
| U.S. Government/Agency | $915,922,436 | 10.8% |
| Total | $8,480,763,301 | 100.0% |