$41.3M Total AUM
$41.3M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2013
- Office Locations
- 1
Office Locations
-- THE Woodlands TX
About Wiseowl Capital, LLC
Wiseowl Capital, LLC is a THE Woodlands-based RIA. The firm has been operating for 13 years. Managing $41.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$41.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Owner & Executives
CHRISTOPHER ALBERT SZALAY
Chief Compliance Officer, Managing Member, PORTFOLIO MANAGER, President
- CRD
- #5682371
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,310,413 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,310,413 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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