P
CRD: 106364
Protected Capital Management
Meridian, ID
2083781304
$19.9M Total AUM
$19.9M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-27-1993
- Office Locations
- 2
Office Locations
6225 N Meeker Place Suite 120 Boise ID
-- Meridian ID
About Protected Capital Management
Protected Capital Management is a Meridian-based RIA with 2 offices. The firm has been operating for 33 years. Managing $19.9M in total assets under management, They custody assets with Charles Schwab & Company. Services offered include Financial Planning.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$367.8K AVG AUM / CLIENT
27.7 yrs AVG TENURE
2 Employees
0 Advisory Reps
0 RIA Reps
33yrs Firm Age
Insights
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Investment Themes
Pioneer
Investment Vehicles
Harbor
Services
Unison
Owner & Executives
RICHARD DELOY SMITH
Investment Advisor Representative, Owner
- CRD
- #1276952
- Ownership
- 75% or more
(211) 571-3981
momentum.crest@matrixcapital.com
in linkedin.com/in/wave-quantum
SHEILA K. BAUM
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(369) 324-8834
peak.oak@legacycapital.com
in linkedin.com/in/pathway-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,858,896 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,858,896 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,858,896
Equity - Exchange:
69.3% Cash:
30.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $250,871,335 | 69.3% |
| Cash | $111,136,364 | 30.7% |
| Total | $362,007,699 | 100.0% |