$82.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
57 ADV. Clients
10 yrs Firm Age
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- 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
10.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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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
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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 | -- |
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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% |