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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-17-2023
- Office Locations
- 2
Office Locations
About Peltoma Capital Partners
Peltoma Capital Partners is an independent, fee-only RIA with offices in Austin and Whitefish, serving families nationwide. The firm pairs evidence-based portfolio construction and risk management with holistic financial planning, tax strategies, and estate strategy for entrepreneurs/executives, peak-career wealth builders, and retirees. High-touch, no product-push model; custody relationships include Schwab and Fidelity/NFS.
Team overview
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Custodian
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Investment Themes
Investment Vehicles
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Owner & Executives
RUBIN JESSE MILLER
Chief Compliance Officer, Chief Investment Officer, FOUNDER
- CRD
- #6351574
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Rachael McClain Levine
Partner, Senior Financial Advisor
- CRD
- #6201628
EMILY MARGARET TEAGUE
--
- CRD
- #7489093
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,213,434 | $2,314,121 |
| Non-Discretionary | $0 | -- |
| Total | $211,213,434 | $2,314,121 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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