I
CRD: 306787
IS Capital Management
Dallas, TX
9722404588
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2020
- Office Locations
- 1
Office Locations
-- Dallas TX
About IS Capital Management
IS Capital Management is a Dallas-based RIA. The firm has been operating for 6 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$186.8K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Matrix peak Focus zenith
Client Personas
Beacon value
Investment Themes
Harbor
Investment Vehicles
Meridian Delta foundation
Services
Delta Ember Prime glacier Timber signal Capital beacon
Owner & Executives
MELISSA JANE CROCKETT
Chief Compliance Officer, President
- CRD
- #2551806
- Ownership
- 75% or more
(716) 794-1130
value.crest@eaglecapital.com
in linkedin.com/in/timber-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,988,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,988,099 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,988,099
Other:
48.9% Cash:
37.5% Public Funds:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $3,893,280,036 | 48.9% |
| Cash | $2,985,644,199 | 37.5% |
| Public Funds | $1,082,793,630 | 13.6% |
| Total | $7,961,717,865 | 100.0% |