$704.1K Total AUM
$704.1K Disc. AUM
-- 3Y CAGR
5 Employees
12 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2021
- Office Locations
- 1
Office Locations
-- Loveland OH
About Tetelestai Capital
Tetelestai Capital supports lower middle market, multi-location businesses and franchisors with integrated fractional CFO services plus M&A and capital raise execution to help owners build toward a successful exit. The firm also provides financial and investment planning for business owners, with portfolios implemented primarily using ETFs (alongside cash). Custody includes Interactive Brokers.
Team overview
29 AVG AGE
$704.1K AVG AUM / ADVISOR
$58.7K AVG AUM / CLIENT
5.2 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
Evan James Glover
Owner, Partner
- CRD
- #7352392
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $704,059 | -- |
| Non-Discretionary | $0 | -- |
| Total | $704,059 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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