C2 Private Wealth
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 151501
- Registered since
- May 31, 2017
- Website
- c2privatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.49%
- Individuals37.48%
- Charitable Organizations0.88%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
C2 Private Wealth is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm acts as a capital allocator for a mix of individual, family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor. Business ownership is a mix of a domestic entity and an individual. C2 Private Wealth is affiliated with accounting and insurance professionals, and it works with third‑party managers when accessing specialty strategies.
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
- Exchange Traded Equities83%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
Owners & executives
3 of 3
Curt Knotick
CEO and Financial AdvisorCRD 1961768
Kirk Cassidy
President, CEOCRD 5344038
Barry Garrett
Chief Compliance OfficerCRD 7593043
Contacts
3 of 12
Joshua Jackson
Financial AdvisorCRD 5841016
Paul Metler
Financial AdvisorCRD 6311118
Adam Holl
Financial Planning AssociateCRD 7038170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$1.4B in ETFs
98%
$1.3B
1%
$29.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $215M | 313,430 | 15.83% |
Location
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 29409 Haggerty Rd
- Time zone
- ET (UTC-5)
- Office locations
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