I
$34.1M Total AUM
$33.1M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-2012
- Office Locations
- 1
Office Locations
-- Chevy Chase MD
About Inaltis Capital Management, LLC
Inaltis Capital Management, LLC is a Chevy Chase-based RIA. The firm has been operating for 13 years. Managing $34.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$34.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOTT JOSEPH FALEY
Chief Compliance Officer, Managing Member
- CRD
- #6111873
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,068,549 | -- |
| Non-Discretionary | $1,063,304 | -- |
| Total | $34,131,853 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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