K
$20.4M Total AUM
$18.5M Disc. AUM
-- 3Y CAGR
2 Employees
179 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- QuantumAtlas +more
- Established Date
- 03-23-2023
- Office Locations
- 1
Office Locations
2658 Industrial Blvd Abilene TX
About Koda Wealth Management
Koda Wealth Management is an Abilene, TX-based, Texas state-registered RIA led by Brendan Russ Messenger. The firm provides financial planning and portfolio management, including tax and estate planning and insurance guidance. Portfolios emphasize diversified asset allocation using ETFs, mutual funds and fixed income; custody includes Charles Schwab.
Team overview
-- AVG AGE
$20.4M AVG AUM / ADVISOR
$113.9K AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Oak oak Insight foundation
Custodian
Radial momentum Prime alpha Crest optima Summit Ridge
Investment Themes
Pathway Pioneer timber
Investment Vehicles
Summit vertex North
Services
Matrix quantum Frontier pioneer Pioneer Vector peak Foundation Signal Oak Legacy Capital frontier Harbor unison
Technology
Momentum alpha Delta Peak
Owner & Executives
BRENDAN RUSS MESSENGER
Chief Compliance Officer, Managing Member
- CRD
- #5264494
- Ownership
- 75% or more
(362) 636-6419
north.momentum@frontiercapital.com
in linkedin.com/in/bridge-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,476,992 | -- |
| Non-Discretionary | $1,910,196 | -- |
| Total | $20,387,188 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,387,188
Equity - Exchange:
8.3% U.S. Government/Agency:
23.7% Public Funds:
32.4% Corporate - Investment Grade:
25.9% Cash:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $534,949,611 | 8.3% |
| U.S. Government/Agency | $1,527,506,720 | 23.7% |
| Public Funds | $2,088,237,035 | 32.4% |
| Corporate - Investment Grade | $1,669,300,593 | 25.9% |
| Cash | $625,182,076 | 9.7% |
| Total | $6,445,176,035 | 100.0% |