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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-21-2011
- Office Locations
- 1
Office Locations
About D2 Capital Management
D2 Capital Management is a fee-only RIA in Jacksonville, FL providing discretionary portfolio management. The firm offers an actively managed, value-oriented U.S. stock strategy using proprietary valuation research, a fixed income/income strategy spanning Treasuries, CDs and ETF/mutual fund exposure, and customized asset-allocation portfolios built with research and trend analysis. Custody includes Charles Schwab.
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Custodian
Investment Themes
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Owner & Executives
DAVID JONATHAN STROHECKER
Chief Executive Officer, President
- CRD
- #4934375
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHARLES ROBERT ARMSTRONG
Investment Advisor Representative
- CRD
- #5708101
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,602,675 | -- |
| Non-Discretionary | $904,648 | -- |
| Total | $24,507,323 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,507,323
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $178,934,963 | 22.5% |
| U.S. Government/Agency | $125,652,107 | 15.8% |
| Other | $61,235,521 | 7.7% |
| Cash | $144,738,504 | 18.2% |
| Derivatives | $284,705,408 | 35.8% |
| Total | $795,266,503 | 100.0% |