CRD: 134599
Torrey Capital Investments
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2005
- Office Locations
- 1
Office Locations
About Torrey Capital Investments
Torrey Capital Investments is a fee-only registered investment advisor providing personalized wealth management and discretionary portfolio management for individuals and families, including entrepreneurs. The firm builds diversified, tax-aware portfolios emphasizing no-load mutual funds and regular client communication. Client accounts are accessible via AdvisorClient, with custody through Charles Schwab.
Team overview
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
JACQUELINE BABETTE KARNAVAS
Chief Compliance Officer, Founder, President
- CRD
- #2838073
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,804,989 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,804,989 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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