N
CRD: 172639
Nomad Capital Group, LLC
Kirkland, WA
6266168195
$23.6M Total AUM
$19.9M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
11 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-18-2014
- Office Locations
- 1
Office Locations
-- Kirkland WA
About Nomad Capital Group, LLC
Nomad Capital Group, LLC is a Kirkland-based RIA. The firm has been operating for 11 years. Managing $23.6M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
40 AVG AGE
$23.6M AVG AUM / ADVISOR
$693.6K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Accredited Investors
Fusion
Asset Classes
Fusion Horizon Matrix
Investment Themes
Harbor Vertex
Investment Vehicles
Signal
Services
Oak zenith Capital Pathway Atlas bridge Ridge Summit vertex
Owner & Executives
F
FRANKLIN MYRON HSU
Chief Executive Officer, Founder, Managing Principal
- CRD
- #5052968
- Ownership
- 75% or more
(355) 695-9402
legacy.matrix@valuecapital.com
in linkedin.com/in/ridge-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,933,529 | -- |
| Non-Discretionary | $3,648,994 | -- |
| Total | $23,582,523 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,582,523
Cash:
35.9% Equity - Exchange:
23.8% Public Funds:
40.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,279,263,389 | 35.9% |
| Equity - Exchange | $1,511,043,695 | 23.8% |
| Public Funds | $2,558,616,006 | 40.3% |
| Total | $6,348,923,090 | 100.0% |