CRD: 122581
Despain Investment Solutions, Ltd.
Collinsville, IL, 62234
6183441809
$19.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-25-1995
- Office Locations
- 1
Office Locations
502 West Main Street Collinsville IL
About Despain Investment Solutions, Ltd.
Despain Investment Solutions, Ltd. is a Collinsville-based RIA. The firm has been operating for 30 years. Managing $19.0M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Life Insurance.
Team overview
64 AVG AGE
$19.0M AVG AUM / ADVISOR
$327.6K AVG AUM / CLIENT
27.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Investment Themes
Focus radial
Services
Vector
Owner & Executives
DONALD HOLT DESPAIN SR
Owner, President
- CRD
- #1443333
- Ownership
- 75% or more
(703) 935-1315
optima.beacon@oakcapital.com
in linkedin.com/in/vector-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,000,000 | -- |
| Total | $19,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,000,000
Public Funds:
16.0% Cash:
26.9% Equity - Exchange:
9.3% Corporate - Investment Grade:
47.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,071,370,093 | 16.0% |
| Cash | $1,801,240,970 | 26.9% |
| Equity - Exchange | $622,733,867 | 9.3% |
| Corporate - Investment Grade | $3,200,718,154 | 47.8% |
| Total | $6,696,063,084 | 100.0% |