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- Custodian
- Charles Schwab & Company · Comerica Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-02-2015
- Office Locations
- 2
Office Locations
About Fern Capital Inc.
Fern Capital Inc. is an independent, fee-only RIA and fiduciary based in Michigan. Woman- and employee-owned, it builds custom, tax-efficient portfolios using individual stocks and bonds, with ETF and investment-grade bond exposure as needed to target client goals for growth, income, and social values. The firm does not take custody—assets are held at a qualified custodian (e.g., Schwab)—and emphasizes direct access to the portfolio manager.
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Owner & Executives
INA GENEVIEVE FERNANDEZ
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #3269807
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANNE MARY NICHOLS
Investment Advisor
- CRD
- #3190201
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,434,149,129 | 30.2% |
| Corporate - Investment Grade | $1,418,576,976 | 17.6% |
| Public Funds | $757,649,067 | 9.4% |
| U.S. Government/Agency | $2,289,067,393 | 28.4% |
| Municipal Bonds | $1,160,653,889 | 14.4% |
| Total | $8,060,096,454 | 100.0% |