$130.7M Total AUM
$130.7M Disc. AUM
12.1% 3Y CAGR
2 Employees
239 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FoundationBeacon catalyst
- Established Date
- 02-03-2017
- Office Locations
- 1
Office Locations
-- Mandeville LA
About Open Source Investments, LLC
Open Source Investments, LLC provides retirement-focused financial planning and dynamic portfolio management. Every client receives a free financial plan to align investments with goals. The firm runs two managed programs: AMF, blending actively managed funds and ETFs in customized portfolios, and OASIS, an ETF-only strategy that dynamically shifts asset allocation and sector rotation. Custody includes Charles Schwab.
Team overview
62 AVG AGE
$65.4M AVG AUM / ADVISOR
$546.9K AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Asset Classes
Optima matrix
Custodian
Pathway Horizon vital
Investment Themes
Catalyst
Investment Vehicles
Ember north Summit unison
Platform
Eagle Frontier crest
Services
Vector Frontier glacier Atlas crest Ember Unison
Technology
Zenith frontier Harbor
Owner & Executives
S
SCOTT MICHAEL CAPACE
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2962585
- Ownership
- 50% but less than 75%
(412) 275-9710
radial.fusion@summitcapital.com
in linkedin.com/in/radial-crest
J
JOSEPH G ZINSEL
MANAGING DIRECTOR
- CRD
- #5062873
- Ownership
- 50% but less than 75%
(735) 569-1584
eagle.horizon@peakcapital.com
in linkedin.com/in/element-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,717,514 | $213,591 |
| Non-Discretionary | $0 | -- |
| Total | $130,717,514 | $213,591 |
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Separately Managed Accounts
Total SMA Asset: $130,717,514
Public Funds:
13.5% Cash:
34.8% Equity - Exchange:
34.7% U.S. Government/Agency:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $668,946,881 | 13.5% |
| Cash | $1,724,396,404 | 34.8% |
| Equity - Exchange | $1,719,441,242 | 34.7% |
| U.S. Government/Agency | $842,377,554 | 17.0% |
| Total | $4,955,162,081 | 100.0% |