S
$25.6M Total AUM
$25.6M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
-- Incline Village NV
About Sullivan Capital Management
Sullivan Capital Management is a Incline Village-based RIA. The firm has been operating for 15 years. Managing $25.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
75 AVG AGE
$25.6M AVG AUM / ADVISOR
$582.2K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN LAWRENCE SULLIVAN
Chief Compliance Officer, Owner
- CRD
- #1555016
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,615,917 | $324,084 |
| Non-Discretionary | $0 | $75,158 |
| Total | $25,615,917 | $314,779 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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