$11.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon foundationPathway eagle
- Established Date
- 09-23-2021
- Office Locations
- 1
Office Locations
-- Chagrin Falls OH
About M. Thomas Capital Management
M. Thomas Capital Management is a fee-only planning and investment firm founded by Tyler Koepf (CPA and attorney) in Chagrin Falls, Ohio, serving clients locally and nationwide. The practice pairs education-first financial planning with risk-aware portfolio construction and asset allocation, typically implemented with public funds such as mutual funds and ETFs. Custody is held at Charles Schwab.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$261.9K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Element Foundation Legacy Timber Capital north
Investment Themes
Atlas beacon Catalyst radial Signal vertex Legacy Pioneer
Investment Vehicles
Ridge
Services
North Legacy Matrix Pathway Prime Wave foundation
Technology
Ember Element atlas
Owner & Executives
Tyler Koepf
Advisor, Chief Compliance Officer
- CRD
- #7099572
- Ownership
- 75% or more
(957) 580-5512
pioneer.wave@quantumcapital.com
in linkedin.com/in/catalyst-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,000,000 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,000,000
Equity - Exchange:
31.4% Cash:
38.9% Corporate - Investment Grade:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,248,873,604 | 31.4% |
| Cash | $2,786,024,942 | 38.9% |
| Corporate - Investment Grade | $2,127,119,301 | 29.7% |
| Total | $7,162,017,847 | 100.0% |