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 that operates as a limited liability company and has been SEC-registered since 2017. The firm serves both individual and family clients as well as institutional accounts, and it describes itself as a capital allocator that sources and allocates to external managers in addition to managing portfolios directly. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements.
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 13
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
$1.2B in ETFs
98%
$1.2B
1%
$24.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $160M | 267,576 | 13.51% |
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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