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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Voya Financial
- Clients
- Retail
- Platforms
- RidgeVertex frontier
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
About Defined Capital LLC
Defined Capital LLC is an independent CFP-led RIA founded by Dustin Javier, focused on helping Asian American families and other retail investors build and protect wealth through comprehensive financial planning. The firm provides retirement and tax-efficient planning, insurance and legacy coordination, and ongoing portfolio management with an ETF-centric approach, custodied at Schwab.
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Owner & Executives
DUSTIN JOHNSON JAVIER
Advisor, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6025214
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,624,978 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,624,978 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,624,978
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $552,457,928 | 37.1% |
| Cash | $436,307,743 | 29.3% |
| Public Funds | $500,339,255 | 33.6% |
| Total | $1,489,104,926 | 100.0% |