M
CRD: 150448
MTH Trading & Capital Management, LLC
Naples, FL
2392690779
$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
16 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-03-2009
- Office Locations
- 1
Office Locations
-- Naples FL
About MTH Trading & Capital Management, LLC
MTH Trading & Capital Management, LLC is a Naples-based RIA. The firm has been operating for 16 years. Managing $9.3M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$9.3M AVG AUM / ADVISOR
$717.1K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Eagle
Investment Themes
Insight momentum
Investment Vehicles
Vital vital
Services
Vector crest
Owner & Executives
M
MARK TIMOTHY HARRISON
Chief Compliance Officer, President
- CRD
- #5681961
- Ownership
- 75% or more
(297) 346-7449
frontier.frontier@atlascapital.com
in linkedin.com/in/focus-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,321,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,321,726 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,321,726
Equity - Exchange:
20.8% U.S. Government/Agency:
49.4% Cash:
29.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $341,568,387 | 20.8% |
| U.S. Government/Agency | $811,224,920 | 49.4% |
| Cash | $489,362,402 | 29.8% |
| Total | $1,642,155,709 | 100.0% |