CRD: 314667
Marketocracy Masters Capital Management LLC
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
7 Employees
18 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2021
- Office Locations
- 3
Office Locations
20401 Haggerty Rd. STE A 131 Northville MI
-- Redford MI
-- Wildwood MO
About Marketocracy Masters Capital Management LLC
Marketocracy Masters Capital Management LLC is a Northville-based RIA with 3 offices. The firm has been operating for 5 years. Managing $4.5M in total assets under management, with 3 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
4.4 yrs AVG TENURE
7 Employees
3 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Asset Classes
Horizon alpha
Investment Vehicles
Ridge
Owner & Executives
GLEN STEVEN BROWNWORTH
CHIEF TECHNOLOGY OFFICER, DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
(675) 695-6854
signal.wave@radialcapital.com
in linkedin.com/in/wave-timber
ANTHONY PHILIP-JUDE MITCHELL
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, DIRECTOR, Financial Planner, President
- CRD
- #7375606
- Ownership
- 10% but less than 25%
(708) 590-6440
ridge.element@peakcapital.com
in linkedin.com/in/capital-delta
E
Eagle momentum
Vertex momentum north
- CRD
- #46261
- Ownership
- 48.2%
(585) 800-3848
crest.element@northcapital.com
in linkedin.com/in/peak-north
Showing 2 of 7 owners & executives
Unlock allContacts
B
Bethany Kelly Wieman
--
- CRD
- #7743861
(564) 656-6360
vital.oak@horizoncapital.com
in linkedin.com/in/atlas-matrix
Daniel Steven Wieman
--
- CRD
- #7405141
(295) 251-4739
alpha.ridge@atlascapital.com
in linkedin.com/in/wave-zenith
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | $236,842 |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | $236,842 |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
Equity - Exchange:
35.0% Cash:
29.8% U.S. Government/Agency:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,674,209,110 | 35.0% |
| Cash | $1,425,469,471 | 29.8% |
| U.S. Government/Agency | $1,683,776,019 | 35.2% |
| Total | $4,783,454,600 | 100.0% |