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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value eaglePeak
- Established Date
- 05-02-2003
- Office Locations
- 1
Office Locations
About Kaltbaum Capital Management
Kaltbaum Capital Management is a Florida-based, founder-led RIA headed by Gary Brian Kaltbaum. The firm provides portfolio management and asset allocation with an emphasis on risk management, using ETFs alongside mutual funds and fixed income. It also advises on insurance and business-succession needs for clients such as entrepreneurs. Schwab is a primary custodian, and Kaltbaum extends reach via the Investor's Edge podcast and Conviction Leaders content.
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Owner & Executives
GARY BRIAN KALTBAUM
Chief Compliance Officer, Managing Member
- CRD
- #1082074
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,114,412 | $570,541 |
| Non-Discretionary | $781,561 | $22,987 |
| Total | $110,895,973 | $488,529 |
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Separately Managed Accounts
Total SMA Asset: $110,895,973
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $810,122,536 | 35.3% |
| Cash | $901,921,123 | 39.3% |
| Corporate - Investment Grade | $582,921,031 | 25.4% |
| Total | $2,294,964,690 | 100.0% |