CRD: 25706
Liberty Capital Investment Corporation
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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- Optima
- Established Date
- 03-29-1990
- Office Locations
- 2
Office Locations
About Liberty Capital Investment Corporation
Liberty Capital Investment Corporation is a Portland-based, independently owned firm established in 1989, registered with the SEC as both a broker-dealer and investment adviser. The team provides long-term advice and investment selection aligned to client goals, with an emphasis on practical, client-focused service. Public filings show ETF-heavy SMA portfolios and relationships through Hilltop Securities.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GARY FRANK PURPURA
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, President
- CRD
- #368952
- Ownership
- 75% or more
ANTHONY ALLEN REEL
Certified Financial Planner, REGISTERED REPRESENTATIVE
- CRD
- #4388993
- Ownership
- 5% but less than 10%
Value harbor
Eagle ember
- CRD
- #85728
- Ownership
- 31.8%
Showing 2 of 5 owners & executives
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TIMOTHY TEDDY BEAN
Investment Advisor Representative
- CRD
- #4918010
Showing 1 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $84,495,545 | -- |
| Total | $84,495,545 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,495,545
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $734,639,670 | 8.5% |
| Cash | $2,532,346,157 | 29.3% |
| Municipal Bonds | $2,627,417,173 | 30.4% |
| Corporate - Investment Grade | $1,693,992,651 | 19.6% |
| Equity - OTC | $1,054,423,997 | 12.2% |
| Total | $8,642,819,648 | 100.0% |