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- Custodian
- --
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 01-17-2025
- Office Locations
- 1
Office Locations
About Clearmind Capital
ClearMind Capital is a fee-only RIA in Columbus, Ohio focused on financial planning for clients navigating major life transitions, including business owners. The firm provides wealth planning with tax and estate planning coordination and insurance planning. Portfolios emphasize asset allocation and risk management, using ETFs and mutual funds alongside government and investment-grade bonds; custody is reported with Nationwide Securities, LLC.
Team overview
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Client Personas
Custodian
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Investment Vehicles
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Technology
Owner & Executives
Nicholas C George
Chief Compliance Officer, Owner
- CRD
- #7195246
- Ownership
- 50% but less than 75%
Shane J Duckworth
PARTNER
- CRD
- #7357204
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Austin Wolfe
--
- CRD
- #8083108
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,909,314 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,909,314 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,909,314
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $534,916,299 | 12.9% |
| Public Funds | $1,073,979,237 | 25.9% |
| U.S. Government/Agency | $684,195,267 | 16.5% |
| Cash | $808,594,406 | 19.5% |
| Corporate - Investment Grade | $1,044,952,771 | 25.2% |
| Total | $4,146,637,980 | 100.0% |