$11.5M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-21-2019
- Office Locations
- 1
Office Locations
-- Wake Forest NC
About Limber Capital LLC
Limber Capital LLC is a Wake Forest, NC RIA serving retail clients with financial planning and portfolio construction. Portfolios are predominantly ETF-based with a socially responsible investing tilt. Custody includes Fidelity/NFS and Interactive Brokers. The firm’s web domain currently appears parked/for sale.
Team overview
-- AVG AGE
$11.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
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Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CODY PATRICK PECK
Managing Member, Partner
- CRD
- #5946410
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,493,709 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,493,709 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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