$10.6M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Foundation zenithMeridian +more
- Established Date
- 05-09-2011
- Office Locations
- 1
Office Locations
-- Irving TX
About Motiwala Capital
Motiwala Capital is a fee-only, independent investment manager in Irving, TX offering separately managed accounts and financial planning for retail and institutional clients. Portfolios are implemented primarily with ETFs. The firm publishes investment letters and investor meeting presentations, offers a client mobile app, and custodies with Interactive Brokers.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$378.8K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
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Client Personas
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
A
ADIB MOTIWALA
Investment Advisor, President
- CRD
- #5875297
- Ownership
- 75% or more
(223) 233-8288
timber.vital@capitalcapital.com
in linkedin.com/in/crest-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,607,156 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,607,156 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,607,156
Equity - Exchange:
82.7% Cash:
17.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,534,825,819 | 82.7% |
| Cash | $948,639,500 | 17.3% |
| Total | $5,483,465,319 | 100.0% |