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CRD: 283898
Executive Services, LLC
Newport Beach, CA, 92660
8558774976
$30.5M Total AUM
$26.1M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2016
- Office Locations
- 1
Office Locations
620 Newport Center Drive Suite 1100 Newport Beach CA
About Executive Services, LLC
Executive Services, LLC is a Newport Beach-based RIA. The firm has been operating for 9 years. Managing $30.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
47 AVG AGE
$30.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Alpha
Investment Themes
Bridge horizon
Investment Vehicles
Meridian
Platform
Eagle
Services
Quantum catalyst Matrix Summit focus Ridge wave Vector momentum
Owner & Executives
JAMES WILLIAM CRAVOTTA
Chief Executive Officer, Managing Director
- CRD
- #3104460
- Ownership
- 75% or more
(795) 911-6782
fusion.fusion@capitalcapital.com
in linkedin.com/in/capital-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,133,281 | -- |
| Non-Discretionary | $4,335,022 | -- |
| Total | $30,468,303 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,468,303
Equity - Exchange:
19.5% Equity - OTC:
11.1% Derivatives:
17.7% Corporate - Investment Grade:
19.1% U.S. Government/Agency:
13.1% Public Funds:
15.8% Cash:
3.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $884,063,762 | 19.5% |
| Equity - OTC | $503,236,295 | 11.1% |
| Derivatives | $802,457,876 | 17.7% |
| Corporate - Investment Grade | $865,929,121 | 19.1% |
| U.S. Government/Agency | $593,909,502 | 13.1% |
| Public Funds | $716,318,330 | 15.8% |
| Cash | $167,745,432 | 3.7% |
| Total | $4,533,660,318 | 100.0% |