$57.4M Total AUM
$57.4M Disc. AUM
-- 3Y CAGR
2 Employees
82 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-04-2003
- Office Locations
- 1
Office Locations
-- Westport CT
About Firethorn Capital, LLC
Firethorn Capital, LLC is a Westport-based RIA. The firm has been operating for 22 years. Managing $57.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
51 AVG AGE
$28.7M AVG AUM / ADVISOR
$700.3K AVG AUM / CLIENT
20.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
T
TIMOTHY JAMES OZANNE
Managing Member
- CRD
- #4407270
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BRANT JOSHUA ROOT
Chief Compliance Officer, Managing Member
- CRD
- #2178282
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,422,072 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,422,072 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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