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Inflection Advisors

Inflection Advisors. CRD 288602

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CRD: 288602

Inflection Advisors

Camarillo, CA
4243263093
$66.9M Total AUM
$66.9M Disc. AUM
-- 3Y CAGR
3 Employees
136 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Voya Financial
Clients
Retail and Institutional
Platforms
AlphaFoundation foundation
Established Date
07-14-2017
Office Locations
1

Office Locations

-- Camarillo CA

About Inflection Advisors

Inflection Advisors is a fiduciary wealth management and financial planning firm offering portfolio management alongside planning support such as estate and tax planning. The team meets virtually or in person and offers AUM, retainer, and project-based fee options, coordinating with clients’ existing professionals when needed. Investment portfolios are built around goal-based asset allocation using primarily mutual funds and ETFs, with exposure to alternatives and real estate. Custody includes Charles Schwab.

Team overview

35 AVG AGE
$33.4M AVG AUM / ADVISOR
$491.9K AVG AUM / CLIENT
5.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Ember Timber Capital Element

Client Personas

Pioneer radial

Custodian

Vertex glacier Harbor timber Vital unison

Investment Themes

Alpha Delta bridge Optima

Investment Vehicles

Peak frontier

Platform

Wave frontier

Services

Momentum Unison optima Unison optima Radial Foundation Vital eagle Peak unison

Technology

Horizon Crest catalyst

Owner & Executives

GREGORY JAMES KARIS

GREGORY JAMES KARIS

Advisor, Chief Compliance Officer, Chief Executive Officer, President

CRD
#6336167
Ownership
Less than 5%
(393) 493-7350
momentum.vertex@momentumcapital.com
in linkedin.com/in/pathway-element

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Contacts

D

DON DUSTIN IVEY

President

CRD
#6158779
(570) 942-6781
ridge.eagle@ridgecapital.com
in linkedin.com/in/insight-value
K

Katia Michelle Kin

Paraplanner

CRD
#7546916
(448) 850-7560
timber.alpha@legacycapital.com
in linkedin.com/in/harbor-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $66,896,259 --
Non-Discretionary $0 --
Total $66,896,259 --

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Separately Managed Accounts

Total SMA Asset: $66,896,259

$66.9M Total SMA
Public Funds:
42.8%
Equity - Exchange:
24.8%
Cash:
11.8%
Private Funds:
20.6%
Asset class Assets Assets %
Public Funds $3,635,797,083 42.8%
Equity - Exchange $2,106,723,543 24.8%
Cash $1,002,392,654 11.8%
Private Funds $1,749,939,717 20.6%
Total $8,494,852,997 100.0%

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