Aerie Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 126518
- Website
- www.aeriecapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI55.23%
- Individuals30.67%
- Pension & Profit Sharing Plans9.35%
- Charitable Organizations4.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Aerie Capital Management is an independent, privately owned RIA organized as an LLC that serves individual and family clients. The firm provides financial planning alongside portfolio management for individuals, small businesses, and institutional clients, and lists pension consulting among its advisory services. Its billing is a mix of asset-based fees and hourly charges. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser. Filings indicate the business is not structured as a capital allocator; its model centers on advising and managing client assets rather than investing in external managers or running a separate fund platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds69%
- Exchange Traded Equities16%
- Cash & Cash Equivalents12%
- Derivatives3%
Contacts
1 of 1
Alan Myers
PresidentCRD 1711163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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