$1.6M Total AUM
$1.6M Disc. AUM
-51.6% 3Y CAGR
1 Employees
10 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-13-2019
- Office Locations
- 1
Office Locations
1309 Coffeen AVE, Suite 750 Sheridan WY
About Nemo Capital
Nemo Capital is an SEC-registered RIA providing personalized financial planning and investment management for individuals and families. The firm takes a disciplined, long-term approach centered on diversification and risk management, and supports goals like retirement planning and wealth protection. Custody is through Interactive Brokers.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$158.0K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
V
VIKASH HARRIS MATHURA
Chief Compliance Officer, President
- CRD
- #7098515
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,580,000 | $121,538 |
| Non-Discretionary | $0 | -- |
| Total | $1,580,000 | $121,538 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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