$5.8M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
7 yrs Firm Age
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- Custodian
- Betterment ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-31-2018
- Office Locations
- 1
Office Locations
-- Frisco TX
About Deerwood Capital, LLC
Deerwood Capital, LLC is a Frisco, Texas RIA focused on employee benefits, retirement plan and fiduciary consulting, and insurance solutions alongside wealth planning. The team holds GBA, MSF, AIF and QKA credentials, with board experience at national insurance carriers and nonprofits. Investment implementation emphasizes ETFs and fixed income, with custody via platforms such as Interactive Brokers.
Team overview
33 AVG AGE
$5.8M AVG AUM / ADVISOR
$199.0K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Alpha Vector Optima
Custodian
Wave
Investment Themes
Foundation ridge Focus
Investment Vehicles
Eagle Harbor peak
Services
Vital catalyst Glacier vertex Wave frontier Element Ember North
Owner & Executives
ROBERT ANDREW JONES
Chief Compliance Officer, Investment Advisor
- CRD
- #6789578
- Ownership
- 75% or more
(734) 331-6764
glacier.summit@quantumcapital.com
in linkedin.com/in/beacon-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,941,490 | -- |
| Non-Discretionary | $2,830,019 | -- |
| Total | $5,771,509 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,771,509
Equity - Exchange:
22.6% Cash:
49.8% U.S. Government/Agency:
27.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $100,685,445 | 22.6% |
| Cash | $221,864,388 | 49.8% |
| U.S. Government/Agency | $122,960,986 | 27.6% |
| Total | $445,510,819 | 100.0% |