10elms LLP
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 323398
- Registered since
- September 20, 2024
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.54%
- Individuals9.99%
- Corporations / Businesses9.41%
- Charitable Organizations6.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
10elms LLP is an independent registered investment adviser organized as a limited liability partnership and registered with the SEC in 2024. The firm manages wealth for individual and family clients and offers financial planning plus discretionary portfolio management for individuals, small businesses, and certain business or institutional clients. Its billing options include a percentage-of-AUM fee, hourly charges, and fixed fees. 10elms is not identified as an active ESG investor, does not describe itself as a capital allocator, and is not listed as a pension consultant.
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 Funds78%
- Exchange Traded Equities9%
- State & Local Bonds7%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 175Active vs passive
$294M in ETFs
97%
$284M
2%
$10M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $25.6M | 265,471 | 8.71% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 2506 E 21st St
- Time zone
- CT (UTC-6)
- Office locations
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