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Fletcher Capital Management

Fletcher Capital Management. CRD 153360

Fletcher Capital Management logo

CRD: 153360

Fletcher Capital Management

$50.9M Total AUM
$48.8M Disc. AUM
-- 3Y CAGR
1 Employees
202 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Prudential · Vanguard
Clients
Retail and Institutional
Platforms
--
Established Date
07-29-2010
Office Locations
1

Office Locations

-- Lehi UT

About Fletcher Capital Management

Fletcher Capital Management is an independent, full-service RIA providing wealth management and financial planning for retail and institutional clients. Investment implementation is ETF-centric (SMA assets predominantly in ETFs), centered on asset allocation and portfolio construction. Planning services include tax, estate, retirement, insurance, and charitable giving; operates via Envestnet with custody at Schwab and Fidelity.

Team overview

-- AVG AGE
$50.9M AVG AUM / ADVISOR
$252.0K AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Owner & Executives

T

TYLAN NYAL FLETCHER

Chief Compliance Officer, Owner, President

CRD
#4322322
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $48,798,264 --
Non-Discretionary $2,102,756 --
Total $50,901,020 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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