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$13.3M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
13355 Noel Road, Suite 1100 Dallas TX
About EID Capital
EID Capital is a Dallas-based RIA offering security selection and portfolio management, plus a la carte, project-based planning/consulting. Portfolios are implemented primarily with ETFs and public funds, with some allocations to U.S. government and investment-grade corporate bonds. The firm reports custody with Charles Schwab & Co. and is founder-led with an in-house CCO.
Team overview
-- AVG AGE
$13.3M AVG AUM / ADVISOR
$781.7K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Scott Thomas Lanigan
Associate, Chief Compliance Officer, FOUNDER
- CRD
- #7473488
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,289,676 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,289,676 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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