ANNANDALE CAPITAL, LLC

RIASEC RegisteredEst. 2005

Total AUM

$1.6B

Discretionary

$1.5B

94% of AUM

Avg account

$7M

Accounts

220

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 136667
Registered since: October 11, 2005
Website: annandalecap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI70.12%
Corporations / Businesses26.28%
Charitable Organizations2.1%
Individuals0.85%
Pension & Profit Sharing Plans0.51%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Annandale Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2005. The firm acts as a capital allocator for a mixed client base that includes individuals, families and institutional clients. Its advisory mandate covers discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside fixed fees and performance-based components. Annandale Capital was recognized on Financial Times’ Top 300 RIA list in 2020 and on CNBC’s Top 100 Financial Advisory Firms list in 2022.