CRD: 307993
Metcalf Investment Management, LLC
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 05-20-2020
- Office Locations
- 1
Office Locations
400 Galleria Pkwy Suite 1500 Atlanta GA
About Metcalf Investment Management, LLC
Metcalf Investment Management, LLC is a boutique Atlanta-based RIA led by Casey Metcalf, providing portfolio management and retirement plan services for retail clients, including entrepreneurs. The firm emphasizes asset allocation and uses a mix of ETFs and mutual funds, with exposure across fixed income and real estate themes. Primary custodian: Interactive Brokers.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$515.0K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Bridge Fusion
Client Personas
Element wave
Custodian
Foundation ember
Investment Themes
Delta oak Catalyst matrix
Investment Vehicles
Eagle optima
Services
Crest Horizon
Technology
Harbor
Owner & Executives
C
CASEY CHRISTOPHER METCALF
Agent, Chief Compliance Officer, Managing Member
- CRD
- #5684509
- Ownership
- 75% or more
(752) 585-2220
vector.radial@atlascapital.com
in linkedin.com/in/element-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,574,906 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,574,906 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,574,906
Public Funds:
16.3% Equity - Exchange:
26.6% Cash:
21.0% Derivatives:
36.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $203,086,680 | 16.3% |
| Equity - Exchange | $331,417,528 | 26.6% |
| Cash | $261,645,417 | 21.0% |
| Derivatives | $449,780,930 | 36.1% |
| Total | $1,245,930,555 | 100.0% |