$3.7M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-30-2021
- Office Locations
- 1
Office Locations
-- Provo UT
About Ethical Capital
Ethical Capital is a Utah-registered RIA providing long-term, values-aligned portfolio management through concentrated, best-idea portfolios backed by fundamental research and stringent ethical screens. The firm works directly with individual investors, partners with financial advisers, and serves institutions such as endowments and foundations, with custody support including Schwab and Altruist.
Team overview
31 AVG AGE
$3.7M AVG AUM / ADVISOR
$64.0K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Sloane River Veda Ortel
Chief Investment Officer, PRINCIPAL
- CRD
- #5388169
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,551,772 | -- |
| Non-Discretionary | $158,404 | -- |
| Total | $3,710,176 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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