$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-2024
- Office Locations
- 1
Office Locations
-- Elkins Park PA
About Modesto Capital
Modesto Capital is a New Jersey-registered RIA providing investment management, financial planning, and tax planning (does not prepare returns). Portfolios use a low-cost, evidence-based approach centered on passive index funds, diversified across U.S., international, and emerging markets with factor tilts (size, value, profitability). Client assets are custodied at Charles Schwab or Altruist.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$346.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Pathway frontier Atlas
Client Personas
Frontier legacy
Custodian
Focus capital
Investment Themes
Quantum Alpha
Investment Vehicles
Crest fusion
Services
Legacy Pioneer Eagle Delta Bridge Signal vector Delta alpha
Owner & Executives
B
BEN ENGEL
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7805507
- Ownership
- 75% or more
(595) 789-4384
signal.insight@wavecapital.com
in linkedin.com/in/pioneer-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,158,742 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,158,742 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,158,742
Public Funds:
60.5% Cash:
39.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $682,010,442 | 60.5% |
| Cash | $445,279,544 | 39.5% |
| Total | $1,127,289,986 | 100.0% |