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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2023
- Office Locations
- 2
Office Locations
About Echelons Capital, LLC
Echelons Capital is an independent, full-service wealth advisory boutique serving high net worth and ultra-high net worth entrepreneurs, families, businesses, and nonprofits. As a fiduciary, the firm provides bespoke investment management, active portfolio management, and financial planning, including annuity and insurance evaluation and coordinated work with clients’ CPAs and estate attorneys. Portfolios use an open-architecture approach blending active and passive, backed by independent market research and manager due diligence. Custody includes Charles Schwab.
Team overview
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Platform
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Owner & Executives
John Patrick Rudio
Financial Advisor, General Partner, PARTNER
- CRD
- #6482618
- Ownership
- 50% but less than 75%
BRETT THOMAS LEAHY
Chief Compliance Officer, Chief Operating Officer, PARTNER
- CRD
- #6773507
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,388,110 | $1,063,342 |
| Non-Discretionary | $0 | -- |
| Total | $174,388,110 | $1,063,342 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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