$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
26 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Catalyst meridianEmber +more
- Established Date
- 08-10-1999
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Pelleton Capital Management, Ltd.
Pelleton Capital Management, Ltd. is an independent fiduciary RIA in Scottsdale providing comprehensive financial planning (cash flow, risk/insurance, tax, investment, and estate planning) alongside portfolio management. The firm emphasizes objective, customized solutions, with portfolios leaning heavily on ETFs and fixed income. Prospects can book a discovery call online (Calendly); custody includes Altruist.
Team overview
74 AVG AGE
$12.0M AVG AUM / ADVISOR
$375.0K AVG AUM / CLIENT
26.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Vector Oak momentum
Client Personas
Signal vertex
Custodian
Pioneer Meridian Wave Quantum
Investment Themes
Foundation legacy Value
Investment Vehicles
Signal
Services
Pathway horizon Momentum eagle Summit value Prime North Meridian matrix Element Horizon
Technology
Timber Optima Alpha
Owner & Executives
C
CHARLES CURTIS SCOTT
President
- CRD
- #727236
- Ownership
- 75% or more
(758) 824-9335
capital.value@horizoncapital.com
in linkedin.com/in/delta-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,000,000
Equity - Exchange:
22.9% Cash:
19.7% Corporate - Investment Grade:
11.1% U.S. Government/Agency:
46.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,969,523,383 | 22.9% |
| Cash | $1,694,306,142 | 19.7% |
| Corporate - Investment Grade | $954,659,806 | 11.1% |
| U.S. Government/Agency | $3,982,049,461 | 46.3% |
| Total | $8,600,538,792 | 100.0% |