CAPITAL UNITED, LLC

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
6

Firm details

Headquarters
HILLSBORO, Oregon
CRD number
285616
Registered since
April 17, 2024
Fee structure
Percentage of AUM, Other
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Capital United, LLC is a privately owned limited liability company that registered with the SEC in 2024. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, which indicates its clients are organized investment vehicles rather than traditional individual retail accounts. Fee arrangements include a percentage-of-AUM component and other fee structures. The firm identifies as an active ESG investor, which suggests environmental, social, and governance factors are incorporated into its manager selection or portfolio construction. Capital United is not listed as a capital allocator or pension consultant and is classified as unclassified in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Tiffany Winkles

    Chief Financial OfficerCRD 6726280

  • Brian Fuller

    CEOCRD 6577397

  • Thomas Martin

    COOCRD 8046676

Contacts

3 of 3
  • BRENNAN SIM

    Senior Vice PresidentCRD 6188818

  • Bradford Stedem

    President & PartnerCRD 6577437

  • Andrew Childs

    CRD 8195730

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HILLSBORO, OR

WASHINGTON

Location

HILLSBORO, OR

Headquartered in HILLSBORO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
WASHINGTON
Address
5920 NE Ray Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth