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Wolverine Investment Advisors, LLC

Wolverine Investment Advisors, LLC. CRD 307037

Wolverine Investment Advisors, LLC logo

CRD: 307037

Wolverine Investment Advisors, LLC

$1.4M Total AUM
$1.4M Disc. AUM
-7.6% 3Y CAGR
3 Employees
9 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
Available
Established Date
11-01-2019
Office Locations
1

Office Locations

3379 Peachtree Road NE Suite 555 Atlanta GA

About Wolverine Investment Advisors, LLC

Wolverine Investment Advisors is an Atlanta-based RIA providing evidence-based quantitative portfolio management built on 50+ years of academic research on stock returns and factors. The firm recommends ETF-based strategies tailored to an individual’s goals, time horizon, and risk tolerance, then monitors and rebalances to keep clients on track. Portfolios are fully transparent with the ability to withdraw at any time; custodies include Interactive Brokers.

Team overview

-- AVG AGE
$713.9K AVG AUM / ADVISOR
$158.6K AVG AUM / CLIENT
5.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

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Client Personas

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Custodian

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Investment Themes

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Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

D

Deniz Anginer

Chief Executive Officer

CRD
--
Ownership
25% but less than 50%
Available
Available
Available
C

Celim Yildizhan

Chief Compliance Officer, Chief Investment Officer, Investment Advisor

CRD
--
Ownership
25% but less than 50%
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-22-2022
05-17-2023
03-31-2024
05-12-2025
05-07-2026
Category Assets AVG. Account size
Discretionary $1,427,705 $158,634
Non-Discretionary $0 --
Total $1,427,705 $158,634

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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