$83.9M Total AUM
$83.9M Disc. AUM
-- 3Y CAGR
2 Employees
90 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Stifel · Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2018
- Office Locations
- 1
Office Locations
7211 LEE HWY Suite 600 Radford VA
About Cultivate Financial Planning
Cultivate Financial Planning is a Radford, VA-based RIA providing holistic financial planning and investment management, covering cash management, insurance/risk, tax, retirement, and estate planning. The firm emphasizes collaborative, education-first planning with straightforward, transparent fees and ongoing implementation as life changes, and supports client accounts through major custodians such as Charles Schwab.
Team overview
32 AVG AGE
$83.9M AVG AUM / ADVISOR
$932.5K AVG AUM / CLIENT
7.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Premium access reveals conviction themes in catalyst optima.
Full visibility includes strategy notes for peak legacy.
Premium access reveals conviction themes in ridge meridian unison.
Upgrade to reveal position-level detail across harbor timber.
See the complete signal summary connected to momentum.
Open the full profile to inspect shifts in north momentum.
Request access to benchmark trends tied to frontier alpha.
Premium access reveals conviction themes in quantum delta.
Asset Classes
Prime north Vertex
Investment Themes
Alpha beacon Prime
Investment Vehicles
Timber timber
Services
Fusion meridian Element capital Focus Bridge Legacy delta Summit Beacon
Owner & Executives
A
ASHLEY HALL COAKE
Chief Compliance Officer, Financial Planner, Founder
- CRD
- #6172130
- Ownership
- 75% or more
(424) 266-8464
vertex.summit@wavecapital.com
in linkedin.com/in/glacier-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,922,512 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,922,512 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $83,922,512
Public Funds:
22.4% Equity - Exchange:
63.4% Cash:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $608,000,783 | 22.4% |
| Equity - Exchange | $1,720,859,359 | 63.4% |
| Cash | $385,429,067 | 14.2% |
| Total | $2,714,289,209 | 100.0% |