D
CRD: 120029
Defelice Capital Management LLC
Brentwood, TN
9493002810
$65.0M Total AUM
$65.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS · JP Morgan · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-19-2002
- Office Locations
- 1
Office Locations
-- Brentwood TN
About Defelice Capital Management LLC
Defelice Capital Management LLC is a Brentwood-based RIA. The firm has been operating for 23 years. Managing $65.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and JP Morgan. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$65.0M AVG AUM / ADVISOR
$10.8M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
North Harbor ridge
Client Personas
Pioneer
Investment Themes
Atlas Fusion Ridge
Investment Vehicles
Signal
Services
Vertex Ember crest Eagle catalyst Unison alpha
Owner & Executives
G
GREGORY WILE DEFELICE
Director
- CRD
- #4549660
- Ownership
- 75% or more
(261) 468-7772
vital.zenith@ridgecapital.com
in linkedin.com/in/fusion-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,034,860 | $1,100,992 |
| Non-Discretionary | $0 | -- |
| Total | $65,034,860 | $1,100,992 |
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Separately Managed Accounts
Total SMA Asset: $65,034,860
Equity - Exchange:
25.7% Other:
29.7% Cash:
44.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,428,929,993 | 25.7% |
| Other | $1,651,331,548 | 29.7% |
| Cash | $2,479,777,342 | 44.6% |
| Total | $5,560,038,883 | 100.0% |