CULTIVAR CAPITAL, INC.

RIASEC RegisteredEst. 2012

Total AUM

$375M

Discretionary

$375M

100% of AUM

Avg account

$380K

Accounts

987

Employees

Advisory reps

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

FINTRX

Overview

Cultivar Capital, Inc. is an independent Registered Investment Adviser organized as a corporation and operating with a percentage-of-AUM fee model. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management across retail and institutional mandates. Since its SEC registration in 2012, the firm has leaned on pooled public funds and ETFs for portfolio construction while supplementing client exposures with select third‑party alternative managers for private placements and real estate. Investment activity centers on liquid, fund-based instruments—public mutual funds and ETFs are the largest allocation—supported by separately managed account structures where appropriate. The adviser does not present an ESG investment focus and is not structured as a multi‑state adviser. Its business model appears platform‑oriented, using a primary custodian relationship to centralize asset servicing and reporting.