Collar Capital Management, LLC
Firm details
- Headquarters
- Appleton, Wisconsin
- CRD number
- 152325
- Registered since
- April 30, 2024
- Website
- www.collarcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.53%
- Individuals12.83%
- Pension & Profit Sharing Plans5.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Collar Capital Management, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model mixes asset-based fees and fixed fees. The firm does not identify as an ESG-focused investor and is not organized as a multi-state adviser for ADV reporting purposes.
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 Equities81%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$4.4M in ETFs
94%
$4.1M
6%
$250K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $1.7M | 32,553 | 38.47% |
Location
Appleton, WI
Outagamie
Location
Appleton, WI
Headquartered in Appleton, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- Outagamie
- Address
- 100 W Lawrence St
- Time zone
- CT (UTC-6)
- Office locations
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