$22.9M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
3 yrs Firm Age
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- Custodian
- Axos ยท RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-2023
- Office Locations
- 1
Office Locations
3017 Bolling WAY NE #134 Atlanta GA
About Psalm Capital
PSALM Capital is a registered investment adviser providing asset management and financial planning for retail clients, including entrepreneurs. The firm emphasizes ETF-based portfolios and index-style approaches, with an additional socially responsible investing lens. Reported SMA assets are primarily in ETFs, and the firm custodies through providers such as Axos and RBC.
Team overview
25 AVG AGE
$22.9M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Bridge Radial legacy Element pioneer Frontier foundation Momentum catalyst Meridian Signal crest
Client Personas
Quantum horizon
Investment Themes
Eagle Beacon momentum
Investment Vehicles
Fusion oak Beacon foundation
Services
Eagle signal Horizon element
Owner & Executives
KASEY GAINES
Advisor, Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #6995251
- Ownership
- 75% or more
(671) 827-1895
vector.value@matrixcapital.com
in linkedin.com/in/capital-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,572,294 | -- |
| Non-Discretionary | $312,014 | -- |
| Total | $22,884,308 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,884,308
Equity - Exchange:
43.8% Public Funds:
27.9% Cash:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,516,867,019 | 43.8% |
| Public Funds | $2,240,196,115 | 27.9% |
| Cash | $2,272,313,621 | 28.3% |
| Total | $8,029,376,755 | 100.0% |