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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-14-2025
- Office Locations
- 1
Office Locations
About Midas Capital Management
San Francisco–based Midas Capital Management is an RIA providing wealth management, financial planning, retirement plan fiduciary, and family legacy services for clients across the Bay Area. The firm builds diversified portfolios including ETFs and fixed income, tailoring strategies to individual objectives. Founder Erik Midas brings trading and planning experience and holds FINRA registrations; securities are offered through LPL Financial (separate from the RIA).
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Investment Themes
Investment Vehicles
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Owner & Executives
Erik Ryan Midas
Chief Compliance Officer, Managing Member
- CRD
- #5529235
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,966,931 | -- |
| Non-Discretionary | $754,147 | -- |
| Total | $28,721,078 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Sovereign Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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