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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-17-2015
- Office Locations
- 2
Office Locations
About Money Positive
Money Positive is an Austin-based worker-, women-, and queer-owned registered investment adviser organized as a worker cooperative and B-Corp (the first worker-coop RIA to earn the designation). The team provides financial planning and portfolio construction, including tax planning and insurance, with an active, ESG/socially responsible approach across public equity, fixed income, and real estate. Client focus includes BIPOC, LGBTQ+, neurodivergent, and other under-recognized communities.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Kelly Hart Bethke
Chief Executive Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Kathryn Herrmann
CHIEF MARKETING OFFICER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Amanda Robin Dunn
--
- CRD
- #8142685
Showing 1 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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