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Entelechy

Entelechy. CRD 285776

Entelechy logo

CRD: 285776

Entelechy

Rockville, MD
2027702007
entelechy.co
$253.3M Total AUM
$253.3M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
CapitalQuantum +more
Established Date
01-12-2017
Office Locations
1

Office Locations

-- Rockville MD

About Entelechy

Entelechy is a flat, fee-only financial life planning and investment management firm serving individuals and families, pairing goal-based planning with an investment strategy plus tax and benefits planning through major milestones. Advice is delivered by a CFP professional using modern planning technology, with no sales incentives or minimums. Recognized by Washingtonian and Bethesda Magazine in the Washington, DC area.

Team overview

-- AVG AGE
$253.3M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Crest

Custodian

Pioneer Catalyst Optima vertex

Fund Managers

Ridge foundation

Investment Themes

Quantum harbor Horizon zenith Alpha

Investment Vehicles

Legacy Element

Services

Radial pathway Summit capital Quantum Timber summit Insight Catalyst Timber value Frontier optima

Technology

Horizon delta Frontier Value north Radial catalyst Glacier summit

Owner & Executives

B

BENJAMIN ROBERT BROWN

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#6496654
Ownership
75% or more
(745) 273-5455
matrix.wave@quantumcapital.com
in linkedin.com/in/vital-momentum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-14-2024
03-31-2025
02-04-2026
Category Assets AVG. Account size
Discretionary $253,321,763 $649,543
Non-Discretionary $0 --
Total $253,321,763 $649,543

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Separately Managed Accounts

Total SMA Asset: $253,321,763

$253.3M Total SMA
Public Funds:
36.5%
Cash:
31.2%
Equity - Exchange:
32.3%
Asset class Assets Assets %
Public Funds $142,043,883 36.5%
Cash $121,418,333 31.2%
Equity - Exchange $125,699,107 32.3%
Total $389,161,323 100.0%

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