D2 Capital Management

RIASEC Registered
Total AUM
$24.5M
Discretionary
$23.6M
96% of AUM
Avg account
$137K
Accounts
179
Employees
2
Advisory reps
2

Firm details

Headquarters
Jacksonville, Florida
CRD number
156362
Website
d2-cm.com
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Individuals88.1%
  • HNWI11.73%
  • Charitable Organizations0.17%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

D2 Capital Management is an independent RIA organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and provides financial planning alongside portfolio management for individuals and small businesses. Its billing options include a percentage-of-AUM model, hourly charges, and performance-based fees. D2 Capital does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, US Government Bonds 18%, Other 5%, Derivatives 1%, Cash & Cash Equivalents 1%76%
  • Exchange Traded Equities76%
  • US Government Bonds18%
  • Other5%
  • Derivatives1%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • David Strohecker

    David Strohecker

    Market Analyst & Portfolio ManagerCRD 4934375

  • Charles Armstrong

    Charles Armstrong

    Investment Advisor & Portfolio ManagerCRD 5708101

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Jacksonville, FL

Duval

Location

Jacksonville, FL

Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
1301 Riverplace Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth