D
CRD: 119623
Donald Felty, LLC
Fairfield Township, OH
5132841959
$10.7M Total AUM
$10.7M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
26 yrs Firm Age
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- Custodian
- Goldman Sachs ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-1999
- Office Locations
- 1
Office Locations
-- Fairfield Township OH
About Donald Felty, LLC
Donald Felty, LLC is a Fairfield Township-based RIA. The firm has been operating for 26 years. Managing $10.7M in total assets under management, with 1 advisory representatives. They custody assets with Goldman Sachs and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$10.7M AVG AUM / ADVISOR
$266.6K AVG AUM / CLIENT
21.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Unison Matrix
Client Personas
Harbor
Investment Themes
Insight Meridian bridge
Investment Vehicles
Vector
Services
Glacier horizon Optima quantum Glacier Atlas Legacy
Owner & Executives
J
JUDITH LYNN FELTY
--
- CRD
- --
- Ownership
- 50% but less than 75%
(859) 270-7220
bridge.foundation@matrixcapital.com
in linkedin.com/in/element-horizon
D
DONALD FELTY SR
Chief Compliance Officer
- CRD
- #1484405
- Ownership
- 50% but less than 75%
(464) 651-8343
optima.vector@crestcapital.com
in linkedin.com/in/beacon-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,664,842 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,664,842 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,664,842
Equity - Exchange:
37.5% Public Funds:
14.8% Cash:
47.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,204,865,370 | 37.5% |
| Public Funds | $870,186,866 | 14.8% |
| Cash | $2,804,588,750 | 47.7% |
| Total | $5,879,640,986 | 100.0% |