$40.6M Total AUM
$40.6M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2024
- Office Locations
- 1
Office Locations
-- Powell OH
About Tenacity Private Wealth
Tenacity Private Wealth is an Ohio-registered RIA near Columbus, serving professionals, families, business owners and high-net-worth individuals with financial planning, tax strategy, business succession planning and portfolio management. Investment strategies are tailored to risk tolerance, with portfolios that lean heavily on ETFs. Boutique firm led by principal/CCO Samuel A. McCoy.
Team overview
34 AVG AGE
$20.3M AVG AUM / ADVISOR
$811.4K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
Samuel A McCoy
Chief Compliance Officer, PRINCIPAL
- CRD
- #6519537
- Ownership
- 75% or more
Available
Available
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M
Michael Rhinehart
--
- CRD
- #8070405
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,570,578 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,570,578 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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