$55.5M Total AUM
$55.5M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- Timber eagleBridge value
- Established Date
- 04-19-2021
- Office Locations
- 1
Office Locations
-- Chapel Hill NC
About Pisces Financial Advisors, LLC
Pisces Financial Advisors is a Chapel Hill, NC fiduciary RIA offering goals-based financial and wealth planning alongside ongoing portfolio management. The firm emphasizes bespoke advice for life transitions, combining active management and asset-allocation driven portfolio construction using primarily mutual funds/ETFs, with some private funds. Custodied at Charles Schwab (and TIAA).
Team overview
46 AVG AGE
$55.5M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Atlas oak Pathway signal Alpha horizon
Investment Themes
Signal Catalyst frontier Quantum Element focus
Investment Vehicles
Ridge bridge
Platform
Matrix frontier
Services
Frontier summit Legacy radial Legacy optima Pathway pioneer Foundation signal Zenith quantum Radial vector Horizon Ridge prime Meridian quantum
Technology
Oak Fusion
Owner & Executives
BENJAMIN ERIC BIRKEN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5593293
- Ownership
- 75% or more
(789) 709-2053
harbor.fusion@foundationcapital.com
in linkedin.com/in/zenith-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,519,628 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,519,628 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,519,628
Public Funds:
23.2% Private Funds:
19.2% Equity - Exchange:
37.2% Equity - OTC:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $385,700,253 | 23.2% |
| Private Funds | $319,200,209 | 19.2% |
| Equity - Exchange | $618,450,405 | 37.2% |
| Equity - OTC | $339,150,223 | 20.4% |
| Total | $1,662,501,090 | 100.0% |