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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2022
- Office Locations
- 1
Office Locations
About Wide EYE Capital
Wide Eye Capital is a Vancouver, WA investment adviser providing discretionary asset and portfolio management for retail clients. Led by a principal with a decade of day-trading and data analytics experience, the firm blends technical analysis (momentum/resistance) with fundamental research to select equities and ETFs for long-term growth and capital preservation, aiming to stay unbiased to market sentiment. Custody includes Charles Schwab.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Samuel R Khalil
Chief Compliance Officer, Owner, President
- CRD
- #7605790
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,932,380 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,932,380 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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