$129.2M Total AUM
$119.1M Disc. AUM
-- 3Y CAGR
2 Employees
173 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-18-2016
- Office Locations
- 2
Office Locations
2920 W Broad Street C29 Richmond VA
-- Crozet VA
About Patina Wealth
Patina Wealth is an independent, fee-only RIA delivering comprehensive wealth management for clients in the Crozet/Charlottesville and Richmond, VA areas and virtually. The firm operates as a fiduciary with no commissions and is 100% employee-owned. Portfolios emphasize diversified public funds and ETFs alongside fixed income and select private funds, with Schwab as a primary custodian.
Team overview
41 AVG AGE
$64.6M AVG AUM / ADVISOR
$746.7K AVG AUM / CLIENT
9.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Frontier bridge Prime element Timber atlas
Client Personas
Peak ember Crest
Custodian
Insight focus Legacy
Investment Themes
North crest Optima
Investment Vehicles
Vector foundation
Platform
Bridge
Services
Unison Radial alpha Capital Foundation summit Ridge Wave Frontier
Owner & Executives
S
SAMUEL CARTER HARRIS
Chief Compliance Officer, Founder, Managing Member, PRINCIPAL
- CRD
- #4005743
- Ownership
- 75% or more
(432) 341-7466
capital.crest@focuscapital.com
in linkedin.com/in/beacon-horizon
Showing 1 of 1 owners & executives
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JOHN CHAFFIN MUMPER
Director
- CRD
- #6955384
(592) 713-8264
atlas.alpha@oakcapital.com
in linkedin.com/in/pathway-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,137,755 | -- |
| Non-Discretionary | $10,034,114 | -- |
| Total | $129,171,869 | -- |
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Separately Managed Accounts
Total SMA Asset: $129,171,869
Public Funds:
26.5% Cash:
25.5% Equity - Exchange:
22.7% U.S. Government/Agency:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,219,598,560 | 26.5% |
| Cash | $2,135,840,124 | 25.5% |
| Equity - Exchange | $1,901,316,502 | 22.7% |
| U.S. Government/Agency | $2,119,088,436 | 25.3% |
| Total | $8,375,843,622 | 100.0% |