$232.6M Total AUM
$232.6M Disc. AUM
-- 3Y CAGR
2 Employees
101 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- GlacierVertex +more
- Established Date
- 09-24-2020
- Office Locations
- 2
Office Locations
-- Black Earth WI
-- Scottdale PA
About Direct Financial Care
Direct Financial Care is a fiduciary, full-service financial planning firm providing straightforward plans for savings, investment selection, employee benefits, and retirement decisions. The practice serves individuals (including entrepreneurs) and builds diversified portfolios focused on asset allocation and risk management, using mutual funds and ETFs with fixed-income exposure. Custody includes Charles Schwab.
Team overview
24 AVG AGE
$116.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Matrix
Client Personas
Crest vital
Custodian
Alpha glacier Quantum Vector bridge Frontier
Investment Themes
Legacy Glacier focus
Investment Vehicles
Catalyst
Platform
Peak focus
Services
Catalyst fusion Harbor Summit vital Timber momentum
Technology
Oak vertex Focus delta Meridian
Owner & Executives
JAMIE JOHN DROESSLER
Chief Compliance Officer, Investment Adviser Representative, Owner
- CRD
- #5635716
- Ownership
- 75% or more
(618) 822-4327
ridge.glacier@peakcapital.com
in linkedin.com/in/pioneer-capital
Showing 1 of 1 owners & executives
Unlock allContacts
R
Rosemarie Elizabeth Porter
--
- CRD
- #7391138
(907) 535-3618
fusion.pathway@alphacapital.com
in linkedin.com/in/capital-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,615,592 | $688,212 |
| Non-Discretionary | $0 | -- |
| Total | $232,615,592 | $688,212 |
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Separately Managed Accounts
Total SMA Asset: $232,615,592
Public Funds:
13.3% Equity - Exchange:
27.5% Private Funds:
25.5% Cash:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $902,105,256 | 13.3% |
| Equity - Exchange | $1,865,255,228 | 27.5% |
| Private Funds | $1,729,600,302 | 25.5% |
| Cash | $2,285,785,496 | 33.7% |
| Total | $6,782,746,282 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER ATLAS VITAL | PIONEER VECTOR | Z9SE63CNP | NNCT | 2.20% | $110,678,737 |
| BEACON EMBER | CREST ATLAS | B2GWKXY0X | LOZQC | 8.52% | $114,480,650 |
| VERTEX BRIDGE | OAK MERIDIAN | UXNBAFWK4 | IXUCD | 2.81% | $116,759,126 |
| HORIZON SIGNAL | PIONEER LEGACY | DWS7RY34I | FMIJZ | 1.22% | $8,484,880 |
| PATHWAY CREST | ZENITH PIONEER | M7VO4XI9W | VVUC | 1.65% | $77,038,416 |
| BRIDGE BRIDGE | VERTEX MATRIX | 6J3KVPP2P | ZWSSU | 4.53% | $4,504,568 |
| FOCUS VITAL LEGACY | ZENITH SUMMIT | HQ4EJ1BVT | RBJ | 11.43% | $40,365,301 |
| MERIDIAN FOUNDATION PATHWAY | SUMMIT SUMMIT | 50MDP03YR | KBBWV | 3.27% | $55,343,182 |