Cultivar Capital, Inc.
Firm details
- Headquarters
- Denton, Texas
- CRD number
- 160145
- Registered since
- January 17, 2012
- Website
- cultivarcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.95%
- Individuals10.88%
- Investment Companies9.84%
- Charitable Organizations7.65%
- Pension & Profit Sharing Plans0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cultivar Capital, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (initial registration in 2012) and charges fees based on a percentage of assets under management. Its client base includes both individuals and families as well as institutional clients. Core advisory services listed by the firm cover financial planning and discretionary portfolio management for individuals, small businesses, investment companies, and other businesses or institutions. Cultivar does not identify as an active ESG investor, is not configured as a multi-state adviser, and is not positioned as a pension consultant.
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
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents14%
- Exchange Traded Equities10%
- State & Local Bonds1%
- Private Funds1%
Owners & executives
1 of 1
Thomas Muir
President and CEOCRD 3253193
Contacts
1 of 1
Keith Henderson
Portfolio ManagerCRD 6516609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$127M in ETFs
49%
$61.9M
51%
$65.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CULTIVAR ETF (CVAR) | Active | Mid Cap Value | $42.8M | 1,427,455 | 33.70% |
Location
Denton, TX
Denton
Location
Denton, TX
Headquartered in Denton, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 421 E Hickory St
- Time zone
- CT (UTC-6)
- Office locations
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