$55.3M Total AUM
$55.3M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2004
- Office Locations
- 1
Office Locations
-- Fairfield CT
About Validea Capital Management LLC
Validea Capital Management is an RIA providing discretionary asset management and financial planning, building systematic, custom model portfolios tailored to client goals. The firm’s SMA implementation is predominantly ETF-based, with a focus on asset allocation and risk management. Custody includes Interactive Brokers.
Team overview
46 AVG AGE
$55.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
21.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JACK MARION FOREHAND
Chief Executive Officer, Partner
- CRD
- #4773204
- Ownership
- 75% or more
Available
Available
Available
J
JOHN PHILIP REESE
Founder, PARTNER
- CRD
- #4773210
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,300,000 | $922,835 |
| Non-Discretionary | $0 | -- |
| Total | $55,300,000 | $922,835 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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