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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2021
- Office Locations
- 3
Office Locations
About Normandy Investment Advisors
Normandy Investment Advisors is a fiduciary RIA providing ongoing wealth management and planning built around each client’s goals and life changes. The firm serves individuals and families across wealth stages, with particular fit for business owners seeking a “personal CFO” approach. Portfolios emphasize asset allocation and risk management, implemented with public funds and ETFs, and custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY ALAN TUDAS
Chief Compliance Officer, FOUNDER, PRINCIPAL
- CRD
- #4249199
- Ownership
- 75% or more
BRENT A CASWELL
Investment Advisor, PRINCIPAL
- CRD
- #5753289
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS WHITSED LAMING
Chief Investment Officer
- CRD
- #2076513
ERIC MATTHEW MCCARVER
--
- CRD
- #2738830
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $273,353,092 | $374,970 |
| Non-Discretionary | $0 | -- |
| Total | $273,353,092 | $374,970 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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