T
$579.0K Total AUM
$579.0K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2008
- Office Locations
- 1
Office Locations
520 Mcninch Street Charlotte NC
About Third DAY Capital, Inc.
Third DAY Capital, Inc. is a Charlotte-based RIA. The firm has been operating for 17 years. Managing $579.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$579.0K AVG AUM / ADVISOR
$64.3K AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM LEON WOOLARD
President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
M
MARGARET FREEL WOOLARD
President, Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $579,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $579,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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