I
$44.2M Total AUM
$44.2M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-05-2003
- Office Locations
- 1
Office Locations
-- Powell TN
About Icon Capital Management, LLC
ICON Capital Management, LLC is an independent RIA in Powell, TN serving retail and institutional clients with financial planning, estate and tax planning, insurance, business succession guidance, and portfolio construction. Portfolios are implemented primarily with ETFs, complemented by cash and U.S. government/agency bonds, and custody is via Charles Schwab. Led by President and CCO Steven Anthony King.
Team overview
-- AVG AGE
$44.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Momentum element Quantum
Investment Vehicles
Prime Glacier
Services
Signal eagle Capital Foundation Pioneer optima Element element Delta meridian
Owner & Executives
STEVEN ANTHONY KING
Chief Compliance Officer, Managing Member, President
- CRD
- #1711602
- Ownership
- 75% or more
(286) 667-2556
fusion.frontier@elementcapital.com
in linkedin.com/in/capital-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,184,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,184,923 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,184,923
Equity - Exchange:
18.2% Cash:
39.4% U.S. Government/Agency:
42.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $500,226,638 | 18.2% |
| Cash | $1,082,908,216 | 39.4% |
| U.S. Government/Agency | $1,165,363,155 | 42.4% |
| Total | $2,748,498,009 | 100.0% |