$17.6M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-30-2024
- Office Locations
- 1
Office Locations
-- Katy TX
About Flexhedz Group LLC
FlexHedz Group LLC is a Katy, TX registered investment adviser providing portfolio management and market research with an emphasis on downside-risk management. Portfolios combine diversified equity exposure (often via ETFs) with options strategies for hedging, and can be implemented in taxable and IRA accounts. Client assets remain at a qualified custodian in the client’s name, with full visibility and no commingling.
Team overview
-- AVG AGE
$17.6M AVG AUM / ADVISOR
$195.4K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SATYANARAYANA MURTY AYYALASOMAYAJULA
Manager
- CRD
- #7885910
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,583,546 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,583,546 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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