$49.3M Total AUM
$49.3M Disc. AUM
-- 3Y CAGR
2 Employees
251 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- EagleBridge value
- Established Date
- 09-26-2013
- Office Locations
- 1
Office Locations
4205 Springhurst Boulevard Suite 102 Louisville KY
About Investment Answers
Investment Answers is a Louisville, KY advisory firm providing financial planning that integrates insurance and investment products to help clients navigate market and regulatory uncertainty. Services include retirement, tax, and estate planning plus portfolio construction and risk management. Investment approach is heavily ETF-oriented, with Charles Schwab as a primary custodian.
Team overview
-- AVG AGE
$49.3M AVG AUM / ADVISOR
$196.6K AVG AUM / CLIENT
7.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Ridge unison Radial Vector horizon
Custodian
Oak Crest Matrix Wave Prime
Investment Themes
Insight Atlas North
Investment Vehicles
Pioneer delta
Services
Foundation Beacon Legacy Foundation north Fusion Pioneer delta Vector Radial
Technology
Delta Legacy catalyst
Owner & Executives
R
RICHARD TRAVIS TERLAU
Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5427858
- Ownership
- 75% or more
(799) 632-6583
element.atlas@harborcapital.com
in linkedin.com/in/catalyst-atlas
LEILA MEHRIZI SHAVER
Founder
- CRD
- --
- Ownership
- Less than 5%
(876) 742-2421
quantum.harbor@meridiancapital.com
in linkedin.com/in/quantum-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,341,326 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,341,326 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,341,326
Public Funds:
19.5% Equity - Exchange:
35.8% Cash:
44.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $858,043,548 | 19.5% |
| Equity - Exchange | $1,575,279,949 | 35.8% |
| Cash | $1,966,899,825 | 44.7% |
| Total | $4,400,223,322 | 100.0% |