S
$5.7M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
-- Redmond OR
About Steve Pearson Capital Management LLC
Steve Pearson Capital Management LLC is a Redmond-based RIA. The firm has been operating for 13 years. Managing $5.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Fidelity/NFS.
Team overview
73 AVG AGE
$5.7M AVG AUM / ADVISOR
$814.0K AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STEVE RANDALL PEARSON
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6137044
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,062,062 | -- |
| Non-Discretionary | $1,636,073 | -- |
| Total | $5,698,135 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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