F
CRD: 333753
Four Quarters Capital
Lexington, KY, 40507
8599409977
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2025
- Office Locations
- 1
Office Locations
155 E Main ST Suite 303 Lexington KY
About Four Quarters Capital
Four Quarters Capital is a Lexington-based RIA. The firm has been operating for 1 years. Managing $2.8M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
46 AVG AGE
$2.8M AVG AUM / ADVISOR
$175.3K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Meridian Timber unison
Investment Themes
Meridian Horizon Wave Crest
Investment Vehicles
Signal
Services
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Owner & Executives
TIMOTHY HAMILTON BROWN
Chief Compliance Officer, PRINCIPAL
- CRD
- #7093723
- Ownership
- 75% or more
(830) 626-7570
bridge.peak@eaglecapital.com
in linkedin.com/in/peak-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,804,213 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,804,213 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,804,213
Equity - Exchange:
46.2% U.S. Government/Agency:
24.1% Municipal Bonds:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,944,044,320 | 46.2% |
| U.S. Government/Agency | $1,535,746,063 | 24.1% |
| Municipal Bonds | $1,892,599,921 | 29.7% |
| Total | $6,372,390,304 | 100.0% |