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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2021
- Office Locations
- 1
Office Locations
About Xenith Capital
Xenith Capital is a boutique wealth manager serving a deliberately limited roster of discerning families, providing bespoke portfolio management, market analysis, and risk management. Founder Logan Jackson (ex-Wells Fargo; military intelligence background) builds research-driven, custom stock strategies for high-net-worth and high-income professionals, with portfolios implemented primarily via ETFs and custody support including Altruist and Interactive Brokers.
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Investment Themes
Investment Vehicles
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Owner & Executives
LOGAN RAY JACKSON
Chief Compliance Officer, Managing Member
- CRD
- #6567524
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,117,191 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,117,191 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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