$31.3M Total AUM
$31.3M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
13 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Pathway insight
- Established Date
- 05-07-2013
- Office Locations
- 1
Office Locations
4873 W. Maplewood Place Littleton CO
About FTN Capital Management
FTN Capital Management is a Colorado RIA providing fiduciary, discovery-led financial planning and ongoing portfolio management for individuals and business owners. The firm builds goal-based strategies and implements primarily ETF-based portfolios complemented by cash and fixed income. Founder Kevin M. Starkey brings 28+ years including institutional consulting, portfolio design, and compliance/back-office oversight.
Team overview
-- AVG AGE
$31.3M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Foundation frontier Glacier Vertex
Client Personas
Meridian
Custodian
Prime zenith
Investment Themes
Signal Vital Ridge
Investment Vehicles
Frontier meridian
Services
Summit frontier Summit unison Pathway Focus insight Focus Vital Fusion prime
Technology
Signal glacier
Owner & Executives
K
KEVIN MITCHELL STARKEY
--
- CRD
- #2993137
- Ownership
- 75% or more
(618) 242-9475
alpha.radial@pioneercapital.com
in linkedin.com/in/eagle-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,311,037 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,311,037 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,311,037
Equity - Exchange:
32.7% Other:
13.2% U.S. Government/Agency:
13.6% Cash:
9.4% Corporate - Investment Grade:
31.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,800,643,103 | 32.7% |
| Other | $1,130,534,831 | 13.2% |
| U.S. Government/Agency | $1,164,793,462 | 13.6% |
| Cash | $805,077,834 | 9.4% |
| Corporate - Investment Grade | $2,663,608,577 | 31.1% |
| Total | $8,564,657,807 | 100.0% |