$18.6M Total AUM
$18.6M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2008
- Office Locations
- 1
Office Locations
4590 13th Street Unit 103 Boulder CO
About Fleet Capital Management, LLC
Fleet Capital Management, LLC is a Bellingham, WA boutique RIA serving retail clients, including entrepreneurs, with financial planning, asset allocation, and risk management. Portfolios are implemented primarily with ETFs, alongside mutual funds and selective use of hedge funds. The firm operates a focused single-advisor practice and uses Charles Schwab as a key custodian.
Team overview
-- AVG AGE
$18.6M AVG AUM / ADVISOR
$531.4K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Pioneer north
Client Personas
Prime
Custodian
Summit
Investment Themes
Atlas pathway Beacon timber
Investment Vehicles
Value signal
Services
Catalyst Eagle
Owner & Executives
B
BRUCE LARRY FLEET
Chief Compliance Officer, Owner, President
- CRD
- #1529233
- Ownership
- 75% or more
(624) 628-3611
quantum.ridge@timbercapital.com
in linkedin.com/in/zenith-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,550,000 | -- |
| Non-Discretionary | $50,000 | -- |
| Total | $18,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,600,000
Equity - Exchange:
10.2% Public Funds:
26.6% Cash:
14.2% U.S. Government/Agency:
49.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $312,373,836 | 10.2% |
| Public Funds | $814,621,966 | 26.6% |
| Cash | $434,873,380 | 14.2% |
| U.S. Government/Agency | $1,500,619,411 | 49.0% |
| Total | $3,062,488,593 | 100.0% |