G
CRD: 311210
Guernica Capital
Boise, ID, 83712
2088303441
$17.7M Total AUM
$17.7M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-12-2020
- Office Locations
- 1
Office Locations
4100 E. Wildhorse Lane Boise ID
About Guernica Capital
Guernica Capital is a Boise-based RIA. The firm has been operating for 5 years. Managing $17.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$17.7M AVG AUM / ADVISOR
$227.3K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Frontier
Client Personas
Vector
Investment Themes
Vital
Investment Vehicles
Frontier insight
Services
Pioneer pioneer Matrix
Owner & Executives
C
CHRISTIAN JOSEPH ANTON MR.
Chief Compliance Officer, President
- CRD
- #2240200
- Ownership
- 75% or more
(789) 840-7124
capital.vector@atlascapital.com
in linkedin.com/in/ember-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,728,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,728,453 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,728,453
U.S. Government/Agency:
14.1% Public Funds:
22.1% Equity - Exchange:
14.3% Corporate - Investment Grade:
19.6% Cash:
9.9% Equity - OTC:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $42,977,711 | 14.1% |
| Public Funds | $67,362,227 | 22.1% |
| Equity - Exchange | $43,587,324 | 14.3% |
| Corporate - Investment Grade | $59,742,066 | 19.6% |
| Cash | $30,175,839 | 9.9% |
| Equity - OTC | $60,961,292 | 20.0% |
| Total | $304,806,459 | 100.0% |