$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
8 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Capital
- Established Date
- 01-01-2018
- Office Locations
- 1
Office Locations
2301 NW 43rd Terrace Fort Lauderdale FL
About Capital Management Group
High Flows Capital is a fee-only investment advisory and wealth management firm serving high net worth individuals. The team builds rigidly defined financial plans and implements investment ideas using sophisticated planning software, with portfolios often expressed through ETFs and equities. Led by CEO Jamie Esler, CFP and CFA charterholder, the firm does not sell or earn commissions on products.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$180.2K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Vertex alpha Vital Timber oak Ridge wave
Client Personas
Peak fusion Unison
Investment Themes
Radial Legacy Value
Investment Vehicles
Quantum
Services
Quantum unison Beacon bridge Fusion meridian Matrix atlas Crest vital Pathway value Wave Pioneer
Technology
Fusion horizon
Owner & Executives
J
JAMIE M ESLER
Chairman, Chief Executive Officer, COMPLIANCE OFFICER
- CRD
- #6259939
- Ownership
- 75% or more
(909) 808-6065
catalyst.element@legacycapital.com
in linkedin.com/in/glacier-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,981,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,981,892 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,981,892
Equity - Exchange:
40.9% Equity - OTC:
34.5% Cash:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,314,626,751 | 40.9% |
| Equity - OTC | $1,952,435,768 | 34.5% |
| Cash | $1,392,171,590 | 24.6% |
| Total | $5,659,234,109 | 100.0% |