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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Signal
- Established Date
- 11-30-2009
- Office Locations
- 6
Office Locations
About C2 Private Wealth
C2 Private Wealth provides education-first planning and asset management for retirees and families preparing for retirement. The firm integrates advanced tax strategy, trusts and estate planning, Social Security and income optimization, risk mitigation, charitable giving, and legacy planning into a single comprehensive plan. It extends family office-style support via an affiliated CPA firm, an affiliated insurance agency, and estate-planning partners; portfolios lean heavily on ETFs with custody including Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Platform
Services
Technology
Owner & Executives
KIRK MELBOURNE CASSIDY
Investment Advisor, President
- CRD
- #5344038
- Ownership
- Less than 5%
BARRY STEFAN GARRETT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MATTHEW DEAN ANDREOLI
Financial Advisor, General Partner
- CRD
- #5897469
L BRIAN ATHERTON
Financial Advisor
- CRD
- #2518928
Matrix peak
Bridge matrix wave
- CRD
- #54232
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,816,297,187 | $154,447 |
| Non-Discretionary | $0 | -- |
| Total | $1,816,297,187 | $154,447 |
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Separately Managed Accounts
Total SMA Asset: $1,816,297,187
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $335,778,426 | 11.2% |
| Corporate - Investment Grade | $548,637,963 | 18.3% |
| Cash | $155,897,126 | 5.2% |
| Public Funds | $530,649,833 | 17.7% |
| Municipal Bonds | $749,505,414 | 25.0% |
| U.S. Government/Agency | $677,552,895 | 22.6% |
| Total | $2,998,021,657 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME MOMENTUM HORIZON | SUMMIT INSIGHT | 1HY938LAS | ZHCE | 11.41% | $1,204,987 |
| CAPITAL RADIAL QUANTUM | SUMMIT FUSION | AMPNH0Y3F | YPGKT | 1.11% | $25,211,216 |
| MERIDIAN PIONEER ZENITH | MERIDIAN VITAL | VD6IY9RXL | AQX | 3.73% | $109,028,871 |
| FOUNDATION ATLAS | VALUE PIONEER | H4XCDJ89R | OJH | 5.03% | $22,921,030 |
| VERTEX VALUE MERIDIAN | RIDGE DELTA | 7AJ8XMPQA | JCAX | 11.25% | $89,748,999 |
| MATRIX SIGNAL | VECTOR BRIDGE | IYHH317YB | INNE | 5.01% | $63,390,651 |
| OAK RADIAL INSIGHT | RIDGE MOMENTUM | 49NLHGCYU | MBOKT | 6.52% | $42,433,721 |
| VECTOR ZENITH | TIMBER GLACIER | B7VLFBLF6 | TRD | 9.20% | $8,332,367 |