F
$39.8M Total AUM
$39.8M Disc. AUM
-- 3Y CAGR
1 Employees
227 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- MatrixVital +more
- Established Date
- 02-11-2025
- Office Locations
- 1
Office Locations
228b Milwaukee ST Waterford WI
About Fiat LUX Capital Management
Fiat Lux Capital Management is a Wisconsin-based fiduciary RIA focused on simplifying personal finance through planning-led advice: financial analysis, strategy, and ongoing guidance, including portfolio risk alignment and help with paperwork. The practice emphasizes stewardship for families and retirement-focused goals. Portfolios are primarily implemented with ETFs, with custody including Altruist.
Team overview
-- AVG AGE
$39.8M AVG AUM / ADVISOR
$175.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Glacier momentum Delta frontier
Custodian
Wave signal Glacier Capital legacy
Investment Themes
Peak Oak
Investment Vehicles
North
Services
Fusion pioneer Beacon Catalyst prime Insight Momentum peak Element
Technology
Prime alpha Foundation element Vital Atlas
Owner & Executives
N
Nicholas Riley Mowry
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7280367
- Ownership
- 75% or more
(714) 314-6254
north.vector@alphacapital.com
in linkedin.com/in/oak-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,796,197 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,796,197 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,796,197
Equity - Exchange:
27.4% Public Funds:
27.2% Cash:
45.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,724,688,697 | 27.4% |
| Public Funds | $1,712,099,728 | 27.2% |
| Cash | $2,857,695,869 | 45.4% |
| Total | $6,294,484,294 | 100.0% |