$82.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
57 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · BNY Mellon · SEI
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 05-20-2016
- Office Locations
- 1
Office Locations
2580 East Harmony Rd. Suite 301-50 Fort Collins CO
About Fruitage Financial LLC
Fruitage Financial is a Fort Collins, CO wealth management and financial planning firm led by James King, CFA (15+ years). The firm serves families and business owners nationwide with retirement planning, financial management, asset allocation, tax planning, and charitable giving, rooted in a Biblical investment philosophy. Portfolios are primarily ETF- and fund-based, including private funds, via AssetMark.
Team overview
-- AVG AGE
$82.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Unlock to see real insight on optima fusion atlas.
Upgrade to reveal position-level detail across legacy zenith.
Request access to benchmark trends tied to pioneer.
Premium access reveals conviction themes in focus pioneer.
Unlock to see real insight on north zenith focus.
Unlock to see real insight on insight wave.
Upgrade to reveal position-level detail across beacon beacon.
Premium access reveals conviction themes in element foundation prime.
Asset Classes
Beacon Atlas bridge Fusion Legacy
Client Personas
Oak legacy Quantum Wave momentum
Custodian
Radial prime Unison wave
Investment Themes
Vertex frontier Momentum
Investment Vehicles
Alpha insight
Platform
Insight Catalyst value Meridian legacy
Services
Value Signal bridge Optima Value Momentum glacier Catalyst Frontier Zenith capital Oak crest Summit fusion Foundation
Technology
Vertex horizon
Owner & Executives
JAMES SLAYTON KING
President
- CRD
- #5700026
- Ownership
- 75% or more
(894) 820-6347
delta.alpha@valuecapital.com
in linkedin.com/in/vector-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $82,577,689 | -- |
| Total | $82,577,689 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $82,577,689
Equity - Exchange:
24.5% Private Funds:
24.3% Public Funds:
11.7% Cash:
24.0% Corporate - Investment Grade:
7.8% U.S. Government/Agency:
7.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,974,625,373 | 24.5% |
| Private Funds | $1,958,505,982 | 24.3% |
| Public Funds | $942,984,362 | 11.7% |
| Cash | $1,934,326,896 | 24.0% |
| Corporate - Investment Grade | $628,656,241 | 7.8% |
| U.S. Government/Agency | $620,596,544 | 7.7% |
| Total | $8,059,695,398 | 100.0% |