$694.9M Total AUM
$671.8M Disc. AUM
-- 3Y CAGR
3 Employees
153 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- MomentumUnison +more
- Established Date
- 04-25-2017
- Office Locations
- 1
Office Locations
-- Newton MA
About Mayport Wealth Management
Mayport Wealth Management is a fee-only fiduciary RIA providing comprehensive wealth management anchored by an in-depth financial plan and a straightforward flat-fee pricing model. Portfolios emphasize sensible, low-cost index funds and ETFs for long-term wealth building. Serves individuals including entrepreneurs and retirees, with custody commonly at Schwab and Fidelity.
Team overview
26 AVG AGE
$347.5M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
6.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Oak Quantum Pioneer quantum Harbor
Client Personas
Focus
Investment Themes
Timber quantum Harbor harbor Peak
Investment Vehicles
Pioneer
Services
Timber element Harbor glacier Meridian vertex Radial
Technology
Meridian glacier Vital Bridge catalyst
Owner & Executives
A
ADAM M GROSSMAN
Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #5621622
- Ownership
- 75% or more
(681) 323-4148
vector.beacon@focuscapital.com
in linkedin.com/in/radial-quantum
Showing 1 of 1 owners & executives
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S
Shane Patrick Kelly
Associate
- CRD
- #6976646
(336) 381-1994
insight.bridge@radialcapital.com
in linkedin.com/in/bridge-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $671,841,522 | $899,386 |
| Non-Discretionary | $23,065,226 | $2,562,803 |
| Total | $694,906,748 | $919,189 |
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Separately Managed Accounts
Total SMA Asset: $694,906,748
Equity - Exchange:
9.8% Public Funds:
11.9% U.S. Government/Agency:
12.2% Cash:
29.5% Corporate - Investment Grade:
18.3% Municipal Bonds:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $686,491,004 | 9.8% |
| Public Funds | $833,596,219 | 11.9% |
| U.S. Government/Agency | $854,611,250 | 12.2% |
| Cash | $2,066,478,023 | 29.5% |
| Corporate - Investment Grade | $1,281,916,875 | 18.3% |
| Municipal Bonds | $1,281,916,876 | 18.3% |
| Total | $7,005,010,247 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY PIONEER EMBER | FRONTIER CREST | 4WC5NENE4 | POR | 5.68% | $69,741,687 |
| ALPHA EAGLE ALPHA | SUMMIT MERIDIAN | 6U0KYR4QI | PZI | 4.89% | $27,748,735 |
| SUMMIT ALPHA | PEAK OPTIMA | 9YGOXJLTX | JAKL | 9.70% | $37,534,990 |
| RADIAL OPTIMA VALUE | HARBOR PATHWAY | 2W6GR03FK | RVO | 5.64% | $39,741,484 |
| CATALYST UNISON | INSIGHT HORIZON | 8B3DBG2XE | XYSTI | 1.36% | $117,359,034 |
| PEAK HORIZON PATHWAY | HARBOR SIGNAL | 8UK37Y6E7 | URUK | 7.00% | $62,993,687 |
| OAK FOUNDATION WAVE | RADIAL CAPITAL | 7OZ4AM5CB | CWEU | 7.48% | $23,746,598 |
| INSIGHT PIONEER EAGLE | ALPHA EMBER | DVPV8OZFS | HBWU | 12.23% | $48,490,133 |