C
$105.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
3 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- QuantumBridge unison +more
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
78 SW 7TH ST Floor 7 Suite 7154 Miami FL
About Clout Capital
Clout Capital is a Miami-based RIA. The firm has been operating for 5 years. Managing $105.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$105.0M AVG AUM / ADVISOR
$21.0M AVG AUM / CLIENT
5.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Optima momentum Crest focus Eagle Value Ember Delta Foundation radial
Custodian
North Pathway Signal Crest summit Ember Atlas summit Unison frontier Ember Unison atlas Fusion Horizon prime Optima Value North signal North horizon Eagle signal Glacier
Investment Themes
Vital value Oak crest Pioneer beacon Bridge
Investment Vehicles
Vertex ember
Platform
Alpha element Peak delta Matrix pathway Ember
Services
Pathway Capital Ridge Wave Quantum North
Technology
Pioneer North Matrix optima Vital ridge Horizon
Owner & Executives
G
Guillermo G Morales Lopez
Chief Compliance Officer, Executive Chairman
- CRD
- --
- Ownership
- Less than 5%
(277) 316-2639
legacy.summit@zenithcapital.com
in linkedin.com/in/foundation-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | $10,000,000 |
| Non-Discretionary | $95,000,000 | $47,500,000 |
| Total | $105,000,000 | $35,000,000 |
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Separately Managed Accounts
Total SMA Asset: $105,000,000
Other:
51.4% Equity - Exchange:
48.6% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $4,545,635,249 | 51.4% |
| Equity - Exchange | $4,298,013,096 | 48.6% |
| Total | $8,843,648,345 | 100.0% |