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- Custodian
- Charles Schwab & Company · Interactive Brokers · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-23-2010
- Office Locations
- 2
Office Locations
About Xpotential Inc.
Xpotential Investment Fiduciaries is an independent, fee-only RIA providing financial advisory and portfolio management for individuals, corporate executives, businesses, guardianships and foundations. Portfolios use low-cost, globally diversified ETFs, mutual funds and U.S. Treasuries with tax-aware, evidence-based allocation across equities, fixed income and cash. Staff hold CFA, CAIA and CIPM designations.
Team overview
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Owner & Executives
DANIEL JAMES O'DONNELL
Chief Compliance Officer
- CRD
- #5748535
- Ownership
- 50% but less than 75%
VINCENT JOHN SCHOTT
Secretary
- CRD
- #5748536
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JAMES LOVAS
Registered Investment Advisor
- CRD
- #6457957
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,897,750 | -- |
| Non-Discretionary | $1,225,585 | -- |
| Total | $91,123,335 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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