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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-19-2017
- Office Locations
- 1
Office Locations
About Perpetual Capital Advisors, LLC
Perpetual Capital Advisors is an independent, fee-only fiduciary RIA in Reno, NV providing comprehensive financial planning for individuals and families, including investment, retirement (401(k)/IRA), and estate planning. The firm also supports employers with 401(k) plan advice, benefits/insurance consulting, and guidance on business transactions such as startups and M&A. Custodies through Charles Schwab and emphasizes low-fee, no-sales-charge portfolio strategies.
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Custodian
Investment Themes
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Owner & Executives
DYLAN JOHN LOCKE
Chief Compliance Officer, Financial Advisor
- CRD
- #6328924
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,566,627 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,566,627 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,566,627
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,926,621,743 | 31.0% |
| Cash | $1,323,775,584 | 21.3% |
| U.S. Government/Agency | $1,591,016,665 | 25.6% |
| Equity - Exchange | $1,373,494,855 | 22.1% |
| Total | $6,214,908,847 | 100.0% |