$15.1M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment
- Clients
- Retail and Institutional
- Platforms
- Eagle ridgeElement oak
- Established Date
- 04-08-2021
- Office Locations
- 2
Office Locations
-- Easton PA
-- Glastonbury CT
About Polymath Capital Advisors, Llc.
Polymath Capital Advisors, LLC is a boutique RIA serving retail and institutional clients, with offices in Florida and Pennsylvania. The firm provides investment management and financial planning, including tax, estate, and insurance planning, for entrepreneurs, business owners, and accredited investors. Portfolios are implemented primarily via ETF-based SMAs, with Betterment as a key custodian.
Team overview
-- AVG AGE
$15.1M AVG AUM / ADVISOR
$250.8K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Alpha crest
Asset Classes
Ridge signal Alpha Delta Frontier Fusion pioneer Frontier Element
Client Personas
Frontier capital Signal
Custodian
Foundation Optima catalyst Zenith ridge
Investment Themes
Peak Value momentum Pathway Insight Pioneer
Investment Vehicles
Summit Timber
Platform
Timber crest
Services
North Frontier catalyst Value delta Fusion Wave vector Unison
Technology
Harbor legacy Atlas
Owner & Executives
J
JAMES ROBERT BARCHIESI
Advisor, Executive Chairman
- CRD
- #5350576
- Ownership
- Less than 5%
(365) 407-1991
glacier.pathway@legacycapital.com
in linkedin.com/in/fusion-delta
K
Kiel Green
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
(820) 751-5024
foundation.capital@atlascapital.com
in linkedin.com/in/value-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,050,000 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $15,050,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,050,000
Other:
55.9% Equity - Exchange:
44.1% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $4,757,289,324 | 55.9% |
| Equity - Exchange | $3,753,067,249 | 44.1% |
| Total | $8,510,356,573 | 100.0% |