$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
26.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Unlock to compare peer behavior around timber vital.
See the complete signal summary connected to frontier.
See the complete signal summary connected to pathway capital.
Full visibility includes strategy notes for legacy alpha unison.
See the complete signal summary connected to glacier.
Unlock to compare peer behavior around vertex meridian.
See the complete signal summary connected to insight fusion.
Upgrade to reveal position-level detail across zenith quantum.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |