1015 Capital Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328453
- Registered since
- March 29, 2024
- Website
- www.1015capitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.31%
- Charitable Organizations1.32%
- Individuals0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
1015 Capital Partners, LLC is an independent, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and provides financial planning alongside portfolio management for individuals, small businesses, and institutional/business accounts. Its billing mixes asset‑based fees and fixed fees. The firm identifies as an active ESG investor and reports not acting as a capital allocator; its advisory scope is focused on direct client relationships rather than third-party manager selection as a primary business line.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities25%
- State & Local Bonds13%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1Kelly Christopher
Chief Compliance OfficerCRD 6000499
Contacts
2 of 2Michelle Blass
Financial Advisor and Registered RepresentativeCRD 3167322
Mary Mcnutt
Financial Advisor and Registered RepresentativeCRD 6087838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$84.5M in ETFs
80%
$67.5M
13%
$17M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.7M | 14,341 | 12.71% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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