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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- TimberNorth capital +more
- Established Date
- 11-01-2016
- Office Locations
- 75
Office Locations
About Facet
Facet is a retail RIA providing personalized, membership-based financial planning and discretionary investment management across major life goals. Offerings include portfolio construction, retirement and education planning (529s), insurance guidance, and tax-aware planning; estate planning is delivered via Wealth.com for certain service levels. The firm custody platform includes Schwab and Fidelity/NFS, and it was recognized in USA TODAY/Statista’s 2025 top RIA ranking.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Anderson Egan Jones
Chief Executive Officer, DIRECTOR
- CRD
- --
- Ownership
- 5% but less than 10%
PATRICK ROYAL MCKENNA
Chairman, DIRECTOR, Executive Chairman
- CRD
- --
- Ownership
- 5% but less than 10%
Crest optima
Harbor signal
- CRD
- #61119
- Ownership
- 24.5%
Showing 2 of 9 owners & executives
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BRANDON CHARLES AGUILAR GUNDERSON
Financial Planner
- CRD
- #7589110
CLAIRE NOWELS AMICK
--
- CRD
- #6686174
Summit pathway
Insight vital
- CRD
- #92272
Showing 2 of 87 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,037,907,630 | $152,012 |
| Non-Discretionary | $0 | -- |
| Total | $6,037,907,630 | $152,012 |
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Separately Managed Accounts
Total SMA Asset: $6,037,907,630
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $253,405,165 | 25.5% |
| Cash | $247,442,691 | 24.9% |
| Equity - Exchange | $492,897,891 | 49.6% |
| Total | $993,745,747 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON DELTA | FOCUS WAVE | BWZ1R5P6Q | YBG | 6.13% | $71,661,647 |
| OAK MERIDIAN | VALUE BRIDGE | TC6J69ETB | NJMWV | 10.13% | $92,130,681 |
| BRIDGE HARBOR TIMBER | OAK NORTH | HLBUVRHUQ | OVV | 11.16% | $99,942,962 |
| GLACIER GLACIER LEGACY | PEAK RIDGE | PRBTYH23D | AZADF | 1.97% | $26,821,518 |
| LEGACY OPTIMA SUMMIT | PRIME BRIDGE | CH3Q4IV92 | PBC | 10.40% | $93,584,946 |
| PEAK GLACIER INSIGHT | CAPITAL TIMBER | XFQVRLE37 | PME | 2.96% | $14,745,116 |
| OAK WAVE SUMMIT | MERIDIAN CREST | 3JPR5G2QN | BDY | 8.79% | $16,791,215 |
| OPTIMA ELEMENT | MERIDIAN VERTEX | XQQ6CSNLP | VAG | 8.56% | $9,714,412 |