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Factor Wealth Management

Factor Wealth Management. CRD 104708

Factor Wealth Management logo

CRD: 104708

Factor Wealth Management

Chicago, IL, 60611
3126445040
www.clune.biz
$781.0M Total AUM
$764.9M Disc. AUM
-- 3Y CAGR
8 Employees
253 ADV. Clients
36 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
08-04-1989
Office Locations
1

Office Locations

980 N Michigan Avenue STE 1650 Chicago IL

About Factor Wealth Management

Factor Wealth Management is a Chicago-based wealth management firm serving retail clients with comprehensive financial planning, tax and estate planning, charitable giving, insurance guidance, and portfolio construction. Investment implementation spans ETFs and mutual funds with fixed income exposure, and may incorporate alternatives such as real estate, hedge funds, and cryptocurrency where appropriate. Primary custodian: Charles Schwab.

Team overview

38 AVG AGE
$156.2M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
6 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
36yrs Firm Age

Insights

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Asset Classes

Prime vector Capital Ridge legacy

Investment Vehicles

Atlas summit Vector catalyst

Services

Insight radial Peak capital Capital vector Vector oak Ridge value Horizon foundation

Owner & Executives

Randolph Charles Hardy

Randolph Charles Hardy

Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, President

CRD
#4736108
Ownership
75% or more
(946) 332-4503
summit.momentum@pioneercapital.com
in linkedin.com/in/summit-frontier
John Monahan Burns

John Monahan Burns

Associate, Managing Partner

CRD
#6677158
Ownership
5% but less than 10%
(983) 908-9230
ember.optima@foundationcapital.com
in linkedin.com/in/foundation-glacier

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Contacts

B

Brett Larson Grossman

--

CRD
#7979274
(984) 901-7670
vertex.signal@timbercapital.com
in linkedin.com/in/ember-eagle
R

Ryan Marc Robertson

Wealth Management Associate

CRD
#7309576
(256) 816-6413
vertex.insight@radialcapital.com
in linkedin.com/in/delta-harbor
H

Harbor matrix

Momentum peak

CRD
#37127
(360) 601-6061
zenith.atlas@embercapital.com
in linkedin.com/in/delta-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-27-2022
06-09-2023
11-13-2024
12-22-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $764,860,485 $872,133
Non-Discretionary $16,159,314 $5,386,438
Total $781,019,799 $887,522

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Separately Managed Accounts

Total SMA Asset: $781,019,799

$781.0M Total SMA
Public Funds:
36.9%
U.S. Government/Agency:
24.7%
Equity - Exchange:
11.2%
Municipal Bonds:
27.2%
Asset class Assets Assets %
Public Funds $3,276,473,127 36.9%
U.S. Government/Agency $2,193,194,749 24.7%
Equity - Exchange $994,485,068 11.2%
Municipal Bonds $2,415,178,023 27.2%
Total $8,879,330,967 100.0%

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