P
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- BridgeEagle +more
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
-- Lawrence KS
About Planning Trail Investments, LLC
Planning Trail Investments is a fee-only, independent RIA founded in 2019 by Alejandro Carvalho, CFP®. The firm works with families and individuals on goals-based financial planning and investment strategy, offering customized advice with the option to meet virtually or in person. Custodied at Charles Schwab, portfolios commonly use public funds and ETFs.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$216.2K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Zenith Catalyst
Client Personas
Catalyst prime
Custodian
Bridge pioneer Horizon timber Legacy atlas Crest
Investment Themes
Beacon Peak pioneer
Investment Vehicles
Ember pathway Horizon value
Services
Wave atlas Ember fusion Zenith Frontier beacon Insight north Value
Technology
Vital Ridge Ember
Owner & Executives
Alejandro Javier Carvalho Rodriguez
Chief Compliance Officer, Managing Member
- CRD
- #6462942
- Ownership
- 75% or more
(674) 430-4169
peak.crest@frontiercapital.com
in linkedin.com/in/momentum-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,946,122 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,946,122 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,946,122
Public Funds:
39.9% Equity - Exchange:
34.1% Cash:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,232,239,468 | 39.9% |
| Equity - Exchange | $2,762,390,122 | 34.1% |
| Cash | $2,106,221,207 | 26.0% |
| Total | $8,100,850,797 | 100.0% |