K
CRD: 139722
Kevin Clariday Investment Advisor
Dallas, TX
9723580673
$21.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2006
- Office Locations
- 1
Office Locations
-- Dallas TX
About Kevin Clariday Investment Advisor
Kevin Clariday Investment Advisor is a Dallas-based RIA. The firm has been operating for 20 years. Managing $21.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$21.8M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
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Client Personas
Beacon
Investment Themes
Quantum quantum
Investment Vehicles
Quantum zenith North oak
Services
Element fusion Signal
Owner & Executives
K
KEVIN PATRICK CLARIDAY
Chief Compliance Officer, President
- CRD
- #3131668
- Ownership
- 75% or more
(242) 507-9182
horizon.insight@momentumcapital.com
in linkedin.com/in/signal-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,800,000 | $555,556 |
| Total | $21,800,000 | $555,556 |
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Separately Managed Accounts
Total SMA Asset: $21,800,000
Equity - Exchange:
33.0% Municipal Bonds:
21.3% Cash:
33.0% Corporate - Investment Grade:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,810,729,925 | 33.0% |
| Municipal Bonds | $1,168,743,861 | 21.3% |
| Cash | $1,810,729,925 | 33.0% |
| Corporate - Investment Grade | $696,856,668 | 12.7% |
| Total | $5,487,060,379 | 100.0% |