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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-23-2021
- Office Locations
- 1
Office Locations
About F3 Capital
F3 Capital is an independent wealth management firm serving individuals, families, and business owners with planning-led advice across wealth accumulation, protection, and retirement distribution, with an emphasis on tax efficiency. The team uses data-driven analysis and a coordinated referral network (e.g., CPAs and estate attorneys) to deliver holistic recommendations. Portfolios incorporate public funds, fixed income, and ETFs, and the firm custodies through Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
Nathan John Fox
Associate, Chief Compliance Officer, Managing Member
- CRD
- #5633530
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,581,953 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,581,953 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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