724 Capital, LLC

RIASEC RegisteredEst. 2022

Total AUM

$259M

Discretionary

$259M

100% of AUM

Avg account

$135K

Accounts

1,912

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 318170
Registered since: January 21, 2022
Website: 724cap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals54.47%
HNWI40.97%
Charitable Organizations3.74%
Corporations / Businesses0.82%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

724 Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is a mix of percentage-of-assets and fixed fees. The firm does not identify as an active ESG investor and lists industry affiliations that include another investment adviser and an insurance company.