F
CRD: 171725
Ferry Capital Management LLC
Duck, NC
6123270768
$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Insight timber
- Established Date
- 11-18-2014
- Office Locations
- 1
Office Locations
-- Duck NC
About Ferry Capital Management LLC
Ferry Capital Management LLC is a Duck-based RIA. The firm has been operating for 11 years. Managing $8.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and TD Ameritrade. Services offered include Asset Management, Business Succession, Insurance.
Team overview
64 AVG AGE
$8.3M AVG AUM / ADVISOR
$833.8K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Optima Catalyst
Client Personas
Element prime
Investment Themes
Foundation
Investment Vehicles
Value value
Services
Zenith legacy Insight Capital prime Eagle harbor
Technology
Glacier pioneer
Owner & Executives
P
PAUL EDWARD FERRY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #732477
- Ownership
- 75% or more
(250) 615-8385
ridge.zenith@zenithcapital.com
in linkedin.com/in/ridge-wave
C
Carrie Ann Ferry
President
- CRD
- --
- Ownership
- Less than 5%
(766) 633-8199
element.fusion@deltacapital.com
in linkedin.com/in/alpha-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,337,924 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,337,924 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,337,924
Municipal Bonds:
26.3% Equity - OTC:
34.1% Equity - Exchange:
14.4% Cash:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,809,896,032 | 26.3% |
| Equity - OTC | $2,346,671,281 | 34.1% |
| Equity - Exchange | $990,969,691 | 14.4% |
| Cash | $1,734,196,959 | 25.2% |
| Total | $6,881,733,963 | 100.0% |