CRD: 152140
Viceroy Investment Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-19-2010
- Office Locations
- 1
Office Locations
About Viceroy Investment Advisors LLC
Viceroy Investment Advisors is a boutique RIA providing personalized investment planning and portfolio construction for individuals and families focused on retirement, major purchases, and legacy goals. Portfolios are built by pairing complementary investment characteristics, with allocations primarily implemented via ETFs and public funds/mutual funds. Planning services include financial, tax, estate, and insurance planning, with custody at Schwab.
Team overview
Insights
Services
Technology
Owner & Executives
JASON LANG NELSON
Founder, Managing Member
- CRD
- #2962312
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,000,000 | -- |
| Non-Discretionary | $5,800,000 | -- |
| Total | $34,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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