$8.8M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
7 yrs Firm Age
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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 1
Office Locations
-- York PA
About Myrmidon Private Capital
Myrmidon Private Capital is a York, PA–based investment adviser serving retail clients, with a focus on entrepreneurs. The firm provides financial planning support, including tax, estate, and insurance planning, and builds portfolios that are primarily ETF-based with an index-oriented approach. Custody is through Merrill Lynch.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$326.9K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Matthew Theodore Martin Espina
Chief Executive Officer, Investment Advisor, Owner
- CRD
- #6990748
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,825,021 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,825,021 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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