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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
JESSE DANIEL ROQUET GEARY
Chief Compliance Officer, Principal
- CRD
- #7342655
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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