$70.0M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
3 yrs Firm Age
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- Custodian
- BNP Paribas · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-07-2022
- Office Locations
- 1
Office Locations
-- Edmonds WA
About Mindstate Capital LLC
Mindstate Capital LLC is a Washington-based RIA serving retail clients with discretionary portfolio management and portfolio construction. The firm follows a long-term, value-oriented approach—seeking profitable businesses at prices with a margin of safety to minimize risk—and implements allocations primarily through ETFs. Custody includes Charles Schwab & Co.
Team overview
43 AVG AGE
$35.0M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Glacier focus Signal signal
Investment Themes
Vital
Investment Vehicles
Fusion
Services
Timber Signal oak Vital Vector
Owner & Executives
W
WILLIAM LOUIS CULBERTSON III
Chief Compliance Officer, Managing Member
- CRD
- #5124044
- Ownership
- 50% but less than 75%
(433) 422-6861
pathway.signal@momentumcapital.com
in linkedin.com/in/insight-north
P
PAUL CHI-TUNG HORNG
Managing Member
- CRD
- #6231281
- Ownership
- 50% but less than 75%
(648) 703-1338
momentum.focus@vertexcapital.com
in linkedin.com/in/crest-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,000,000
Equity - Exchange:
76.6% Cash:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,308,382,045 | 76.6% |
| Cash | $1,927,103,653 | 23.4% |
| Total | $8,235,485,698 | 100.0% |