$40.4M Total AUM
$40.4M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Timber harbor
- Established Date
- 11-28-2007
- Office Locations
- 1
Office Locations
836 Euclid Avenue #318 Lexington KY
About Moneywise, Inc.
Moneywise, Inc. is a Lexington, KY fee-only (no commissions) investment management and financial planning firm serving individuals and business owners, with 25+ years of experience. The practice emphasizes portfolio construction and asset allocation using mutual funds and ETFs, supported by risk management and planning work including tax and estate planning. Custody is through Fidelity/NFS, and the team uses Black Diamond and Nitrogen (Riskalyze).
Team overview
-- AVG AGE
$40.4M AVG AUM / ADVISOR
$824.3K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Open the full profile to inspect shifts in frontier bridge.
Unlock to compare peer behavior around glacier horizon.
Open the full profile to inspect shifts in prime prime.
Request access to benchmark trends tied to focus.
Premium access reveals conviction themes in foundation matrix zenith.
See the complete signal summary connected to wave alpha.
Upgrade to reveal position-level detail across wave prime.
Unlock to compare peer behavior around optima crest.
Asset Classes
Vector ridge Value
Client Personas
Zenith Element
Custodian
Delta Radial Vertex North Horizon delta
Investment Themes
Eagle Pathway harbor Value
Investment Vehicles
Delta
Platform
Zenith delta
Services
Prime Horizon quantum Beacon vital Vertex Pioneer quantum Legacy ember Eagle
Technology
Value summit
Owner & Executives
EUGENE ALLEN CASTLE
President
- CRD
- #2733633
- Ownership
- 75% or more
(527) 767-3460
oak.prime@capitalcapital.com
in linkedin.com/in/vector-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,389,761 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,389,761 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $40,389,761
Public Funds:
58.0% Equity - Exchange:
42.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,165,608,090 | 58.0% |
| Equity - Exchange | $3,740,612,754 | 42.0% |
| Total | $8,906,220,844 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK TIMBER PEAK | TIMBER VALUE | Z1GPR2DLT | NAEIZ | 5.64% | $26,797,806 |
| CAPITAL CREST | ZENITH ZENITH | WBV465FFP | JON | 7.61% | $104,291,017 |
| ZENITH FUSION LEGACY | ELEMENT CAPITAL | I1LE7UXCJ | MOYFD | 1.51% | $66,255,533 |
| WAVE FOCUS | VERTEX FOUNDATION | 11M6OS1ZQ | ATL | 10.36% | $114,194,611 |
| EMBER SIGNAL | HORIZON FRONTIER | MCEXYUO22 | ZYPA | 11.88% | $49,858,156 |
| VALUE FOCUS FUSION | TIMBER ZENITH | JA8DGGC9L | ZIFI | 2.98% | $109,633,624 |
| ELEMENT VALUE | RADIAL WAVE | C6JBE1TJB | PGFZ | 9.77% | $43,879,566 |
| PEAK SUMMIT ELEMENT | VECTOR ALPHA | CG4JD38FC | OVMOT | 8.15% | $71,502,908 |