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Emmanuel Capital Management, LLC

Emmanuel Capital Management, LLC. CRD 139985

Emmanuel Capital Management, LLC logo

CRD: 139985

Emmanuel Capital Management, LLC

Pittsurgh, PA
4122232410
$26.3M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Vector
Established Date
10-05-2006
Office Locations
1

Office Locations

-- Pittsurgh PA

About Emmanuel Capital Management, LLC

Emmanuel Capital Management is an independent, fiduciary RIA providing objective investment advice and portfolio management for retail clients, with transparent asset-based fees and personalized service. The firm builds low-cost portfolios—often using ETFs and mutual funds—and offers values-based, socially/morally responsible investing that integrates Christian principles. Custody includes Charles Schwab.

Team overview

68 AVG AGE
$26.3M AVG AUM / ADVISOR
$487.0K AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Alpha matrix Insight Momentum Quantum frontier Radial

Custodian

Quantum glacier

Investment Themes

Vertex Timber Matrix Vital

Investment Vehicles

Momentum timber Crest

Services

Pathway matrix Signal crest Horizon ridge Ridge vector Beacon Insight element

Technology

Ridge

Owner & Executives

THOMAS FRANKS

THOMAS FRANKS

President, PRINCIPAL

CRD
#1228623
Ownership
75% or more
(436) 433-9004
foundation.legacy@pioneercapital.com
in linkedin.com/in/atlas-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $23,800,000 --
Non-Discretionary $2,500,000 --
Total $26,300,000 --

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Separately Managed Accounts

Total SMA Asset: $26,300,000

$26.3M Total SMA
Equity - Exchange:
36.5%
Public Funds:
35.1%
Cash:
28.4%
Asset class Assets Assets %
Equity - Exchange $314,664,921 36.5%
Public Funds $302,595,582 35.1%
Cash $244,835,171 28.4%
Total $862,095,674 100.0%

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