$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Element focus
- Established Date
- 02-01-2021
- Office Locations
- 2
Office Locations
-- Conover NC
-- Lutz FL
About Hammerhead Financial Strategies, LLC
Hammerhead Financial Strategies is a fee-only RIA in Conover, NC serving clients nationwide with investment management plus tax and retirement planning. The firm focuses on helping families and individual investors grow and protect wealth with tax-aware, goal-based advice and transparent fees. Portfolios are primarily ETF-based, with custody through Charles Schwab.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$379.7K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Client Personas
Atlas element
CRM
Meridian
Custodian
Catalyst matrix
Investment Themes
Fusion Timber matrix Ridge Oak
Investment Vehicles
Value
Services
Unison glacier Capital vertex Crest glacier Eagle Pathway vital
Technology
Delta fusion
Owner & Executives
J
JEANETTE GAIL DEPORRE
Managing Member, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
(745) 795-3758
prime.glacier@timbercapital.com
in linkedin.com/in/frontier-harbor
J
JAMES LOUIS DEPORRE JR
Chief Compliance Officer, Managing Member
- CRD
- #1805418
- Ownership
- 50% but less than 75%
(770) 630-3102
atlas.insight@foundationcapital.com
in linkedin.com/in/prime-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
J
JAMES CHRISTOPHER KOFORD
--
- CRD
- #5079315
(620) 722-2364
meridian.meridian@primecapital.com
in linkedin.com/in/optima-harbor
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,797,107 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,797,107 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,797,107
Equity - Exchange:
57.4% Cash:
42.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,581,575,942 | 57.4% |
| Cash | $1,173,782,842 | 42.6% |
| Total | $2,755,358,784 | 100.0% |