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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-2016
- Office Locations
- 1
Office Locations
About Efficient Capital Strategies, LLC
Efficient Capital Strategies, LLC is a Rhode Island RIA founded and led by Jonathan D. Kuczmarski (Chief Compliance Officer). The firm provides financial and investment planning, portfolio construction, and estate-planning support for individuals including business owners and entrepreneurs. Portfolios emphasize asset allocation and risk management, with SMAs largely implemented using ETFs and U.S. government/agency bonds, custodied at Schwab.
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
JONATHAN DAVID KUCZMARSKI
Chief Compliance Officer, Founder
- CRD
- #4555863
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,611,284 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,611,284 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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