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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-12-2021
- Office Locations
- 1
Office Locations
About Geddi Capital LLC
Geddi Capital is a boutique, independent fiduciary RIA in Ann Arbor, MI serving working families (e.g., teachers, nurses, veterans, farmers). The firm provides financial planning and in-house portfolio management (not outsourced) and does not sell commissioned products. Its approach centers on active investing—seeking to capture up markets while reducing exposure in downturns—implemented primarily with ETFs; custody includes Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 53 clients, or 53 clients per representative. That equates to $58.5K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Geddi Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JESSE DANIEL ROQUET GEARY
Chief Compliance Officer, Principal
- CRD
- #7342655
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,100,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Geddi Capital LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.