$44.7M Total AUM
$44.7M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- OakPathway +more
- Established Date
- 07-25-2011
- Office Locations
- 1
Office Locations
-- Jupiter FL
About LDL Capital Management, LLC
LPL Financial provides personalized investment advice, financial planning, and sophisticated wealth management, along with banking/lending, insurance, and tax-planning solutions. It serves advisors, wealth management institutions, and individual investors, with a customizable approach for institutional programs. LPL Research publishes regular market commentary and podcasts to support ongoing client engagement.
Team overview
-- AVG AGE
$44.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
North Vector Delta signal Catalyst ridge Crest Vertex Harbor ember Foundation Pathway alpha Atlas bridge Bridge
Client Personas
Focus
Custodian
Alpha horizon Meridian Insight Vital Zenith Fusion Summit eagle Matrix Capital Vector zenith Capital Peak Horizon value
Investment Themes
Wave focus Pioneer Harbor timber Foundation pathway Delta oak Vector matrix Alpha vector
Investment Vehicles
Eagle Radial Horizon pathway
Services
Quantum fusion Focus Vital optima Legacy summit Capital harbor Focus radial Legacy pioneer Quantum Fusion Matrix Frontier vital Crest atlas
Technology
Delta eagle Vital catalyst North
Owner & Executives
R
ROBERT MARK RUBIN
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #2768831
- Ownership
- 75% or more
(318) 503-6394
quantum.beacon@momentumcapital.com
in linkedin.com/in/fusion-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,748,481 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,748,481 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,748,481
Equity - Exchange:
66.7% Equity - OTC:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $833,054,305 | 66.7% |
| Equity - OTC | $415,902,674 | 33.3% |
| Total | $1,248,956,979 | 100.0% |