This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Crest pathwayLegacy +more
- Established Date
- 06-21-2021
- Office Locations
- 1
Office Locations
About Firehorse Strategic Investing, LLC
FireHorse Strategic Investing is a Texas-based RIA focused on building hedged portfolios for retirement-minded investors seeking better risk-adjusted returns. Portfolios emphasize cost-efficient, high-dividend ETFs and use equity options to hedge market drawdowns and manage volatility. The firm also provides goal-based financial planning, from budgeting and saving to asset allocation, with implementation via Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Morton Mitchell Taylor
Chief Compliance Officer, Managing Member
- CRD
- #7382420
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $55,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,109,415,934 | 100.0% |
| Total | $6,109,415,934 | 100.0% |