W
$26.8M Total AUM
$19.3M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2014
- Office Locations
- 1
Office Locations
-- Escondido CA
About Ward Capital Management LLC
Ward Capital Management LLC is a California RIA providing wealth management and financial planning for retail clients, including entrepreneurs. The firm emphasizes asset allocation and risk management, implementing portfolios primarily with mutual funds and ETFs, complemented by cash and U.S. government/agency bonds. Client assets are custodied at Charles Schwab.
Team overview
58 AVG AGE
$26.8M AVG AUM / ADVISOR
$608.9K AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRISTOPHER LABRUCE WARD
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2462629
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,337,383 | -- |
| Non-Discretionary | $7,454,102 | -- |
| Total | $26,791,485 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing