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- Custodian
- ADP · Altruist · Ascensus · Broadridge · Charles Schwab & Company · Empower · Interactive Brokers · Matrix Trust · MID Atlantic · Pershing · TD Ameritrade · UBS
- Clients
- Retail and Institutional
- Platforms
- Vector radialEmber atlas +more
- Established Date
- 08-25-2020
- Office Locations
- 4
Office Locations
About Carbon Collective Investing, LLC
Carbon Collective Investing (ClimateSmart) is an independent RIA focused on long-term, climate-aware investing for retirement savers. The firm helps individuals set up and manage brokerage and IRA accounts, advises employers’ 401(k)/403(b) plans as a 3(38) fiduciary by building and monitoring fund lineups and participant education, and supports nonprofits with endowments and cash reserves. Offers a ClimateSmart Target Date Fund series. Founded in 2020.
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Owner & Executives
James Marshall Myers Regulinski
Chief Compliance Officer, Co-founder
- CRD
- #7277421
- Ownership
- Less than 5%
Zachary Ruark Stein
Co-founder
- CRD
- #7277437
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Tavis Wladyslav Boise
--
- CRD
- #7630293
Breene Murphy
President
- CRD
- #7468858
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,353,604 | $269,624 |
| Non-Discretionary | $0 | -- |
| Total | $348,353,604 | $269,624 |
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Separately Managed Accounts
Total SMA Asset: $222,013,604
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $730,785,977 | 35.9% |
| Corporate - Investment Grade | $136,386,241 | 6.7% |
| Cash | $464,120,342 | 22.8% |
| Public Funds | $704,322,975 | 34.6% |
| Total | $2,035,615,535 | 100.0% |