F
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Glacier ridgeHarbor +more
- Established Date
- 12-15-2021
- Office Locations
- 1
Office Locations
-- Fort Worth TX
About Fort Eagle Wealth Management
Fort Eagle Wealth Management is a Fort Worth, TX investment advisor led by managing partner Tory Giddens. The firm provides personalized financial planning for individuals and families, including retirement and education goals, with an emphasis on risk management and tailored insurance solutions. Portfolios are built primarily with ETFs, and prospects can begin via an embedded PocketRisk risk questionnaire to streamline discovery.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$197.4K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Eagle Legacy ember
Custodian
Crest Catalyst Foundation peak Vertex frontier Ridge ember
Investment Themes
Delta crest Horizon Focus
Investment Vehicles
Ridge ember
Platform
Horizon harbor
Services
Frontier frontier Unison Prime vertex Meridian Ridge ridge Capital
Technology
Peak atlas Ridge Element element
Owner & Executives
T
Tory Don Giddens
Chief Compliance Officer, President
- CRD
- #5741948
- Ownership
- 75% or more
(284) 937-2664
frontier.insight@catalystcapital.com
in linkedin.com/in/focus-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,500,000
Public Funds:
41.3% Equity - Exchange:
58.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,872,286,090 | 41.3% |
| Equity - Exchange | $4,082,401,779 | 58.7% |
| Total | $6,954,687,869 | 100.0% |