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- Custodian
- Ameritas ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2014
- Office Locations
- 5
Office Locations
About Citrine Capital
Citrine Capital is a fee-only, conflict-free virtual wealth management and tax preparation firm serving startup founders, entrepreneurs, and tech professionals with complex equity compensation and concentrated company wealth. The team provides personalized planning, investment management, and tax mitigation, using low-cost, diversified sustainable funds across portfolios. Based in San Francisco but built for remote service, they emphasize time-sensitive support with a 24-hour response guarantee.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN STERLING COLE
Chairman, Managing Partner
- CRD
- #6062869
- Ownership
- 50% but less than 75%
JIRAYR ROUBEN KEMBIKIAN
Chief Compliance Officer, Managing Partner, Wealth Advisor
- CRD
- #5930493
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Nicholas Loeffelman
Associate Wealth Advisor
- CRD
- #7489058
Samantha Mockford
Paraplanner
- CRD
- #7715345
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $346,706,774 | $541,729 |
| Non-Discretionary | $0 | -- |
| Total | $346,706,774 | $541,729 |
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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 |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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