C
$12.6M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
3 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital northVertex quantum +more
- Established Date
- 05-30-2023
- Office Locations
- 1
Office Locations
-- Thousand Oaks CA
About Confide
CONFIDE is a fee-only RIA providing tax-focused financial planning and investment management for retirees and those nearing retirement. The firm builds long-term, low-cost, diversified portfolios and emphasizes comprehensive planning for the transition from accumulation to portfolio income, including tax-efficient spending and Social Security coordination. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$12.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Peak Oak glacier
Client Personas
Zenith vertex Timber capital
CRM
Timber quantum
Custodian
Foundation peak Ridge Quantum Oak ridge Ember ridge
Investment Themes
Legacy Horizon Delta vector
Investment Vehicles
Eagle Bridge
Services
Frontier Summit ridge Bridge oak Element Foundation capital Pioneer element Summit Ember pioneer Focus Focus
Technology
Momentum Element delta Value ember
Owner & Executives
Kristin Joann Short
Chief Compliance Officer, Founder, PRINCIPAL OWNER
- CRD
- #7521181
- Ownership
- 75% or more
(407) 978-6362
ember.foundation@ridgecapital.com
in linkedin.com/in/peak-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,646,365 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,646,365 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,646,365
Public Funds:
22.2% U.S. Government/Agency:
37.0% Cash:
40.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $308,196,935 | 22.2% |
| U.S. Government/Agency | $513,661,558 | 37.0% |
| Cash | $566,415,989 | 40.8% |
| Total | $1,388,274,482 | 100.0% |