F
CRD: 170317
Festog Capital, LLC
Charlotte, NC
2012752382
$26.1M Total AUM
$26.1M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist · Morgan Stanley · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2014
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Festog Capital, LLC
Festog Capital, LLC is a Charlotte-based RIA. The firm has been operating for 12 years. Managing $26.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Morgan Stanley. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$26.1M AVG AUM / ADVISOR
$311.1K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Glacier zenith
Client Personas
Wave
Investment Themes
Foundation fusion
Investment Vehicles
Pioneer
Services
Bridge beacon
Owner & Executives
J
JEFFREY RAY FESTOG
Chief Compliance Officer, PRINCIPAL
- CRD
- #2377176
- Ownership
- 75% or more
(953) 318-1130
glacier.legacy@catalystcapital.com
in linkedin.com/in/prime-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,134,168 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,134,168 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,134,168
Equity - Exchange:
12.8% Cash:
31.3% U.S. Government/Agency:
25.4% Corporate - Investment Grade:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $775,647,621 | 12.8% |
| Cash | $1,896,700,823 | 31.3% |
| U.S. Government/Agency | $1,539,175,748 | 25.4% |
| Corporate - Investment Grade | $1,848,222,847 | 30.5% |
| Total | $6,059,747,039 | 100.0% |