$46.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Insight insightSummit wave +more
- Established Date
- 12-09-2003
- Office Locations
- 1
Office Locations
27201 Puerta Real STE 300 Mission Viejo CA
About Fiscalis Advisory, Inc.
Fiscalis Advisory, Inc. is an independent RIA serving retail clients with integrated financial planning and portfolio management, including tax and estate planning and insurance guidance. The firm emphasizes asset allocation using index-oriented vehicles (mutual funds and ETFs) and may incorporate fixed income and real estate exposures. Custody is available via Altruist.
Team overview
-- AVG AGE
$46.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Crest eagle Glacier
Custodian
Fusion Pioneer North fusion Prime Quantum signal
Fund Managers
Optima ridge
Investment Themes
Alpha eagle Glacier
Investment Vehicles
Alpha
Services
Delta unison Horizon Optima Crest Focus Harbor
Technology
Vertex element Crest Atlas unison Signal foundation Vertex
Owner & Executives
W
WILLIAM CARROLL CUTHBERTSON JR.
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4704617
- Ownership
- 75% or more
(986) 857-5272
vector.alpha@meridiancapital.com
in linkedin.com/in/legacy-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $46,752,444 | -- |
| Total | $46,752,444 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,752,444
Public Funds:
7.7% Cash:
33.3% U.S. Government/Agency:
31.6% Equity - Exchange:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $164,455,829 | 7.7% |
| Cash | $711,218,066 | 33.3% |
| U.S. Government/Agency | $674,909,636 | 31.6% |
| Equity - Exchange | $585,206,456 | 27.4% |
| Total | $2,135,789,987 | 100.0% |