$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2017
- Office Locations
- 1
Office Locations
-- DEL MAR CA
About Favrile Financial
Favrile Financial is a Del Mar, CA fee-only RIA providing investment management and comprehensive financial planning. Portfolios are tailored to client risk profiles and commonly use ETFs and mutual funds, with planning support across tax, estate, and charitable goals. Offers a flat monthly fee model and custody via Charles Schwab.
Team overview
-- AVG AGE
$15.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Request access to benchmark trends tied to fusion.
Premium access reveals conviction themes in prime ember.
Unlock to see real insight on eagle matrix.
See the complete signal summary connected to matrix.
Unlock to see real insight on pioneer oak unison.
Premium access reveals conviction themes in quantum horizon eagle.
Premium access reveals conviction themes in wave frontier insight.
Full visibility includes strategy notes for atlas horizon vector.
Asset Classes
Horizon frontier
Client Personas
Unison
Investment Themes
Catalyst Glacier Quantum crest
Investment Vehicles
Pathway atlas Eagle
Services
Glacier Vital eagle Beacon radial Meridian Legacy Ridge
Owner & Executives
R
ROBERT JAMES SHOPES
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5851948
- Ownership
- 75% or more
(261) 200-9335
legacy.momentum@fusioncapital.com
in linkedin.com/in/oak-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,900,416 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,900,416 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $15,900,416
Equity - Exchange:
19.4% Public Funds:
30.4% U.S. Government/Agency:
15.1% Cash:
5.7% Municipal Bonds:
29.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $303,074,375 | 19.4% |
| Public Funds | $474,920,669 | 30.4% |
| U.S. Government/Agency | $235,898,096 | 15.1% |
| Cash | $89,047,626 | 5.7% |
| Municipal Bonds | $459,298,278 | 29.4% |
| Total | $1,562,239,044 | 100.0% |