CRD: 325537
Captar Private Wealth
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-03-2023
- Office Locations
- 1
Office Locations
About Captar Private Wealth
Captar Private Wealth provides wealth management, retirement planning, and estate strategies, with an emphasis on portfolio construction and risk management. The firm works with entrepreneurs and executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals, maintaining ongoing planning through life changes and market volatility. Public filings indicate an ETF-only managed-account allocation and Fidelity/NFS custody.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH DEAN DEDEKER
Advisor, Managing Partner, Owner
- CRD
- #1771465
- Ownership
- 50% but less than 75%
Todd Kelzenberg
Chief Compliance Officer, Chief Operating Officer, Managing Partner
- CRD
- #4196625
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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RYAN PATRICK NORMAN
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- CRD
- #7494131
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,000,000 | $440,000 |
| Non-Discretionary | $500,000 | $12,500 |
| Total | $165,500,000 | $398,795 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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