$138.7M Total AUM
$138.7M Disc. AUM
-- 3Y CAGR
3 Employees
155 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HorizonDelta
- Established Date
- 01-07-2010
- Office Locations
- 1
Office Locations
-- Saint Louis MO
About Metanoia Financial, LLC
Metanoia Financial, LLC is a St. Louis-based, fee-only fiduciary RIA serving families and business owners nearing or in retirement. The firm acts as a “Personal CFO,” implementing and stewarding comprehensive financial life plans spanning retirement income, tax, estate/legacy, and ongoing investment management. Portfolios are built primarily with public funds and ETFs, with custody at Charles Schwab.
Team overview
-- AVG AGE
$138.7M AVG AUM / ADVISOR
$895.1K AVG AUM / CLIENT
16.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Foundation Timber
Client Personas
Legacy
Custodian
Alpha Meridian eagle Vector north
Investment Themes
Signal Alpha
Investment Vehicles
Meridian fusion
Services
Vertex Radial Quantum beacon Prime fusion Harbor Harbor Wave Pioneer Wave Signal Delta prime Fusion Vector
Technology
Horizon Meridian horizon
Owner & Executives
ROBERT JOSEPH CREMINS III
Chief Compliance Officer, Founder, President
- CRD
- #4685581
- Ownership
- 75% or more
(641) 467-5184
ember.fusion@catalystcapital.com
in linkedin.com/in/frontier-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,738,666 | $250,431 |
| Non-Discretionary | $0 | -- |
| Total | $138,738,666 | $250,431 |
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Separately Managed Accounts
Total SMA Asset: $138,738,666
Public Funds:
24.5% Equity - Exchange:
14.3% Cash:
61.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $154,149,368 | 24.5% |
| Equity - Exchange | $89,972,896 | 14.3% |
| Cash | $385,058,828 | 61.2% |
| Total | $629,181,092 | 100.0% |