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- Custodian
- Apex
- Clients
- Retail
- Platforms
- EmberValue vector
- Established Date
- 12-01-2019
- Office Locations
- 1
Office Locations
About Earlybird Central Inc.
EarlyBird Central Inc. (EarlyBird) is a digital investing platform for families, offering custodial UGMA accounts with parent-controlled, tax-smart investing and expert-crafted ETF portfolios. Families can start in minutes with as little as $5/month, capture a child’s journey with photos and messages, and invite friends and relatives to follow along and contribute. Custody is through Apex, with SIPC protection up to $500k.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jordan Wexler
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- --
- Ownership
- 50% but less than 75%
Caleb Frankel
Chief Operating Officer
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | $2,154 |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | $2,154 |
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Separately Managed Accounts
Total SMA Asset: $14,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $427,213,278 | 100.0% |
| Total | $427,213,278 | 100.0% |