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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2001
- Office Locations
- 1
Office Locations
About Celtic Capital Corporation
Celtic Capital Corporation is a Houston-based wealth management firm focused on financial planning, offering fee-based investment management and consulting. Portfolios include meaningful ETF and public fund exposure. A key differentiator is integrated legal support—estate planning (wills/trusts), contracts, and compliance—plus arbitration/mediation services and divorce financial analysis for clients navigating complex transitions. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 31 clients, or 31 clients per representative. That equates to $215.4K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Celtic Capital Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN FRANK HINRICHS
Advisor, President
- CRD
- #2859111
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,677,870 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,677,870 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Celtic Capital Corporation has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.