$10.8M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
21 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Vertex
- Established Date
- 03-15-2005
- Office Locations
- 1
Office Locations
5055 Avenida Encinas Suite 100 Carlsbad CA
About Fletcher Financial, LLC
Fletcher Financial, LLC is a fiduciary, fee-based investment management firm providing wealth management, retirement planning, and portfolio construction for clients nationwide. Led by Richard Fletcher (30+ years managing portfolios through bull and bear markets), the firm emphasizes transparent, commission-free advice and uses vehicles such as ETFs and mutual funds, with custody through Interactive Brokers.
Team overview
61 AVG AGE
$10.8M AVG AUM / ADVISOR
$299.3K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Signal prime Momentum timber
Client Personas
Catalyst delta
Custodian
Prime focus Optima wave Oak vector
Investment Themes
Oak Atlas atlas
Investment Vehicles
Timber Crest
Services
Ember Ridge vertex Crest Matrix unison Radial signal Meridian insight Timber
Technology
Peak
Owner & Executives
RICHARD D FLETCHER
President
- CRD
- #1630548
- Ownership
- 75% or more
(255) 688-8800
element.capital@catalystcapital.com
in linkedin.com/in/north-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,776,163 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,776,163 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,776,163
Private Funds:
16.5% Equity - Exchange:
17.2% Cash:
33.3% U.S. Government/Agency:
33.0% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $175,342,777 | 16.5% |
| Equity - Exchange | $182,781,562 | 17.2% |
| Cash | $353,873,605 | 33.3% |
| U.S. Government/Agency | $350,685,554 | 33.0% |
| Total | $1,062,683,498 | 100.0% |