This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN FRANK HINRICHS
Advisor, President
- CRD
- #2859111
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,677,870 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,677,870 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,677,870
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $637,628,258 | 12.3% |
| Equity - Exchange | $1,658,870,265 | 32.0% |
| Equity - OTC | $1,778,101,565 | 34.3% |
| Derivatives | $1,109,369,490 | 21.4% |
| Total | $5,183,969,578 | 100.0% |