$38.4M Total AUM
$38.4M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Vital valueVertex
- Established Date
- 08-30-2002
- Office Locations
- 1
Office Locations
-- Granger IN
About Devotion Capital Management
Devotion Capital Management is an Indiana-based, owner-led RIA providing asset management and financial planning. The firm emphasizes value and business fundamentals and is willing to take a contrarian stance when markets swing between exuberance and pessimism. Portfolios are implemented largely with ETFs (with cash as a secondary sleeve) and custody is through Fidelity/NFS.
Team overview
50 AVG AGE
$38.4M AVG AUM / ADVISOR
$752.7K AVG AUM / CLIENT
23.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Horizon prime Beacon value Matrix north Matrix North
Custodian
Crest unison Radial
Investment Themes
Capital Momentum
Investment Vehicles
Radial
Services
Capital Ember legacy Value focus Capital
Technology
Glacier eagle Capital frontier
Owner & Executives
H
HENRY WILLIAM SCHACHT
Chief Investment Officer, Senior Advisor
- CRD
- #2846319
- Ownership
- 75% or more
(552) 638-5427
beacon.value@oakcapital.com
in linkedin.com/in/insight-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,385,894 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,385,894 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,385,894
Equity - Exchange:
50.2% Cash:
49.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,752,810,378 | 50.2% |
| Cash | $2,730,875,633 | 49.8% |
| Total | $5,483,686,011 | 100.0% |