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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 11-22-2006
- Office Locations
- 2
Office Locations
About Firewall Capital Management
Firewall Capital Management is a Washington-registered RIA serving retail and institutional clients with investment management and financial planning, including portfolio construction, retirement planning, estate and business succession planning, and insurance guidance. The firm emphasizes asset allocation and risk management, primarily using public funds and investment-grade and municipal bonds, with an option for socially responsible investing. Custody includes Charles Schwab.
Team overview
Insights
Custodian
Services
Technology
Owner & Executives
HEATH JASON RAINWATER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #3131754
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
VIRGINIA CARLENE BRUCE
Certified Financial Planner
- CRD
- #2487721
Justus David Rainwater
Financial Advisor, General Partner
- CRD
- #7478131
Frontier prime
Fusion eagle
- CRD
- #95163
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,922,551 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,922,551 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,922,551
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,094,846,521 | 20.0% |
| Corporate - Investment Grade | $503,629,400 | 9.2% |
| Municipal Bonds | $689,753,308 | 12.6% |
| U.S. Government/Agency | $465,309,772 | 8.5% |
| Cash | $1,171,485,778 | 21.4% |
| Corporate - Non-Investment Grade | $1,171,485,778 | 21.4% |
| Equity - Exchange | $377,722,050 | 6.9% |
| Total | $5,474,232,607 | 100.0% |