$58.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Summit legacySignal
- Established Date
- 09-18-2013
- Office Locations
- 1
Office Locations
-- Petaluma CA
About Cruse Investments
Cruse Investments is an independent, boutique firm providing financial planning and portfolio management tailored to each client’s time horizon and risk profile. The team emphasizes open-architecture investment selection without proprietary product pressure, using a mix led by ETFs alongside mutual funds and U.S. government bonds. Operates with boutique service backed by broker/dealer resources and supports platforms such as Schwab and LPL.
Team overview
68 AVG AGE
$58.4M AVG AUM / ADVISOR
$687.0K AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Vector
Custodian
Matrix
Investment Themes
Capital
Investment Vehicles
Pathway momentum
Services
Wave Frontier vital Value Wave focus Alpha value Momentum timber Beacon
Technology
Beacon bridge Vector
Owner & Executives
J
JOHN MICHAEL CRUSE
Owner
- CRD
- #4326987
- Ownership
- 75% or more
(796) 417-1708
legacy.beacon@legacycapital.com
in linkedin.com/in/horizon-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $58,394,423 | -- |
| Total | $58,394,423 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,394,423
Equity - Exchange:
34.2% Public Funds:
30.0% U.S. Government/Agency:
17.6% Cash:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $689,860,710 | 34.2% |
| Public Funds | $605,140,974 | 30.0% |
| U.S. Government/Agency | $355,016,038 | 17.6% |
| Cash | $367,118,858 | 18.2% |
| Total | $2,017,136,580 | 100.0% |