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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-22-2022
- Office Locations
- 2
Office Locations
About Toucan Financial, Inc.
Toucan Financial is a Charlotte, NC fee-only fiduciary delivering financial planning and optional long-term portfolio management focused on passive public-market investing. The firm charges a fixed flat annual fee that resets annually and accepts no commissions, referral fees, or affiliate compensation. Portfolios are primarily ETF-based, with platform-agnostic custody through Charles Schwab and no requirement to move assets.
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Owner & Executives
IAN ALEXANDER FRASER RAHILLY
Chairman, Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6547275
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Gardie Ashforth
Advisor
- CRD
- --
IAN ALEXANDER FRASER RAHILLY
Chairman, Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6547275
Showing 2 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,072 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,072 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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