$25.7M Total AUM
$25.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · Regions Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2022
- Office Locations
- 1
Office Locations
2 Metroplex Drive Suite 235 Birmingham AL
About Krowten Equities
Krowten Equities is a Birmingham, AL private wealth advisory firm providing investment management, holistic wealth management, and family office services for individuals, families, and select close partners. The firm also runs concentrated equity strategies designed to meet varied objectives for both individual and institutional investors.
Team overview
-- AVG AGE
$25.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Value Pioneer Insight
Client Personas
Matrix
Custodian
Frontier legacy Zenith
Investment Themes
Insight catalyst Zenith
Investment Vehicles
Oak summit
Platform
Horizon capital
Services
Prime Focus radial Legacy Timber atlas Alpha pioneer Signal Value focus
Owner & Executives
WIL PATRICK DEDMON
Chief Compliance Officer, Chief Investment Officer
- CRD
- #4913197
- Ownership
- Less than 5%
(660) 462-8603
alpha.element@horizoncapital.com
in linkedin.com/in/alpha-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,692,450 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,692,450 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,692,450
Equity - Exchange:
10.7% Public Funds:
9.0% Cash:
17.2% Corporate - Non-Investment Grade:
23.7% U.S. Government/Agency:
7.1% Corporate - Investment Grade:
20.1% Derivatives:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $927,332,613 | 10.7% |
| Public Funds | $779,999,394 | 9.0% |
| Cash | $1,490,665,509 | 17.2% |
| Corporate - Non-Investment Grade | $2,053,998,404 | 23.7% |
| U.S. Government/Agency | $615,332,855 | 7.1% |
| Corporate - Investment Grade | $1,741,998,647 | 20.1% |
| Derivatives | $1,057,332,512 | 12.2% |
| Total | $8,666,659,934 | 100.0% |