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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- CatalystInsight unison +more
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
About Kolo Capital
KOLO Capital is a Tucson, AZ RIA providing goal-oriented financial planning and portfolio management. Client portfolios are aligned to objectives and risk tolerance and primarily allocated across mutual funds and ETFs, with ongoing review and rebalancing. Planning support includes tax planning and annual tax review, college and estate planning, business exit strategy guidance, and a client dashboard. The firm publishes its process and research publicly on GitHub.
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Investment Themes
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Owner & Executives
keith adam kolomichuk
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6466511
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,458,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,458,726 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,458,726
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $573,183,149 | 18.8% |
| Public Funds | $1,189,050,150 | 39.0% |
| Cash | $1,286,613,240 | 42.2% |
| Total | $3,048,846,539 | 100.0% |