$73.3M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial eagle
- Established Date
- 10-15-2003
- Office Locations
- 1
Office Locations
-- Purcellville VA
About Helm Financial Advisors, LLC
Helm Financial Advisors is a fee-only, commission-free RIA providing integrated planning and implementation across tax preparation/planning, investment strategy, insurance, estate, retirement and budgeting. Serves individuals including business owners and retirees with goal-based portfolios, with ETFs central to allocations and custody at Schwab. Annual retainer includes ongoing meetings and on-call advice.
Team overview
-- AVG AGE
$73.3M AVG AUM / ADVISOR
$872.6K AVG AUM / CLIENT
22.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Optima Insight
Client Personas
Prime Element wave
Investment Themes
Foundation catalyst Beacon
Investment Vehicles
Legacy
Services
Crest Wave wave Oak harbor Summit optima Focus Summit Peak Pathway
Technology
Momentum vital
Owner & Executives
MARK EVAN HELM
Advisor, Managing Member
- CRD
- #4697129
- Ownership
- 75% or more
(950) 968-1360
quantum.oak@alphacapital.com
in linkedin.com/in/vector-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,800,000 | -- |
| Non-Discretionary | $65,500,000 | -- |
| Total | $73,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,300,000
Equity - Exchange:
32.2% Cash:
30.5% Other:
15.3% U.S. Government/Agency:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,596,313,447 | 32.2% |
| Cash | $1,512,036,029 | 30.5% |
| Other | $758,496,762 | 15.3% |
| U.S. Government/Agency | $1,090,648,938 | 22.0% |
| Total | $4,957,495,176 | 100.0% |