D
$42.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
16 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- RadialInsight +more
- Established Date
- 09-09-2009
- Office Locations
- 1
Office Locations
-- Austin TX
About Devil Mountain Investment Management
Devil Mountain Investment Management provides personalized financial planning and portfolio management focused on long-term wealth creation and preservation. Portfolios are built with equity and fixed-income ETFs, index funds, and tax-advantaged instruments, using a risk-averse, proactive approach that adjusts allocations as markets and global macro conditions change. Retail-focused RIA; primary custodian is Interactive Brokers.
Team overview
49 AVG AGE
$42.6M AVG AUM / ADVISOR
$512.8K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Wave Fusion ember Oak Beacon
Client Personas
Pioneer pioneer
Custodian
Oak Insight frontier Value element Vector Timber
Investment Themes
Ember zenith Vertex delta Vital eagle Insight fusion Peak zenith
Investment Vehicles
Oak beacon
Services
Glacier pioneer Prime Peak insight Capital wave Signal Glacier vertex
Technology
Value harbor Catalyst glacier Peak
Owner & Executives
Christopher Michael Hannan
President
- CRD
- #2318959
- Ownership
- 75% or more
(503) 978-4815
matrix.fusion@quantumcapital.com
in linkedin.com/in/peak-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,559,770 | -- |
| Total | $42,559,770 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,559,770
Equity - Exchange:
43.3% Cash:
44.6% Public Funds:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,610,090,001 | 43.3% |
| Cash | $3,718,476,075 | 44.6% |
| Public Funds | $1,008,824,227 | 12.1% |
| Total | $8,337,390,303 | 100.0% |