CRD: 301878
Capital Resources AND Insurance, INC
Huntington Beach, CA, 92649
7149032400
$54.8M Total AUM
$54.8M Disc. AUM
-- 3Y CAGR
2 Employees
109 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2019
- Office Locations
- 1
Office Locations
5500 Bolsa Avenue Suite 145 Huntington Beach CA
About Capital Resources AND Insurance, INC
Capital Resources AND Insurance, INC is a Huntington Beach-based RIA. The firm has been operating for 6 years. Managing $54.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Transamerica. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$54.8M AVG AUM / ADVISOR
$503.0K AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Meridian legacy Crest harbor
Client Personas
Wave
Investment Themes
Timber Meridian quantum
Investment Vehicles
Signal momentum
Platform
Beacon
Services
Vector focus Harbor optima Zenith Wave ember Frontier
Owner & Executives
T
TRAVIS KEENAGHAN WASSON
Chief Compliance Officer, Financial Planner, President
- CRD
- #4624974
- Ownership
- 75% or more
(496) 503-3191
foundation.focus@legacycapital.com
in linkedin.com/in/prime-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,826,785 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,826,785 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,826,785
Public Funds:
64.5% Equity - Exchange:
13.1% Cash:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,010,221,385 | 64.5% |
| Equity - Exchange | $814,479,072 | 13.1% |
| Cash | $1,392,697,039 | 22.4% |
| Total | $6,217,397,496 | 100.0% |