$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
2 Employees
48 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2011
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Prime Capital Equities LLC
Prime Capital Equities LLC is a San Diego-based registered investment adviser serving individuals and businesses with portfolio management and model portfolios grounded in Modern Portfolio Theory, emphasizing diversification and how markets interact to support client goals. Client assets are custodied at Charles Schwab, and the firm offers independent educational resources for investors.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
10 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
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Asset Classes
Vector Catalyst
Custodian
Element Peak Fusion fusion Focus summit Alpha
Fund Managers
Insight timber
Investment Themes
Legacy delta Bridge
Investment Vehicles
Optima north
Services
Legacy Momentum frontier Frontier ridge Summit ridge
Owner & Executives
J
JUAN CARLOS GOMEZ
Chief Compliance Officer, Managing Member, President
- CRD
- #2738181
- Ownership
- 75% or more
(433) 489-6445
oak.foundation@meridiancapital.com
in linkedin.com/in/optima-unison
Showing 1 of 1 owners & executives
Unlock allContacts
Victor Ira Colley
Investment Advisor
- CRD
- #1200543
(812) 300-3638
summit.vital@meridiancapital.com
in linkedin.com/in/unison-signal
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,000,000
Public Funds:
14.7% Equity - Exchange:
28.7% U.S. Government/Agency:
37.2% Cash:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $752,956,348 | 14.7% |
| Equity - Exchange | $1,470,057,631 | 28.7% |
| U.S. Government/Agency | $1,905,440,553 | 37.2% |
| Cash | $993,697,492 | 19.4% |
| Total | $5,122,152,024 | 100.0% |