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- Custodian
- Charles Schwab & Company · Interactive Brokers · Regions Bank
- Clients
- Retail and Institutional
- Platforms
- FoundationDelta vital
- Established Date
- 07-20-2018
- Office Locations
- 1
Office Locations
About Fish Creek Value Management, LLC
Fish Creek Value Management is an RIA managing customized portfolios built around a dividend growth philosophy targeting income plus long-term growth, with an absolute return sleeve for select clients seeking higher-volatility total return. The firm also provides consulting/coaching on investment decisions, serves clients regardless of portfolio size across retail and institutional channels, and typically uses ETF-focused allocations with custody at Charles Schwab and Interactive Brokers.
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Owner & Executives
Jeffrey Howard Wright
President
- CRD
- #6901987
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,720,871 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,720,871 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,720,871
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,421,381,885 | 41.3% |
| Cash | $457,306,990 | 7.8% |
| Derivatives | $1,190,170,757 | 20.3% |
| U.S. Government/Agency | $1,794,050,500 | 30.6% |
| Total | $5,862,910,132 | 100.0% |