Decker Capital Management, LLC

RIASEC Registered
Total AUM
$100K
Discretionary
$100K
100% of AUM
Avg account
$33.3K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
310817
Custodians
STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Decker Capital Management, LLC operates as a limited liability company focusing on a range of financial services. The firm primarily serves institutional clients and engages in various advisory activities, including financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser. Decker Capital Management is also involved in business activities such as being a registered representative of a broker-dealer, a real estate broker, and an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Other 75%, Cash & Cash Equivalents 25%75%
  • Other75%
  • Cash & Cash Equivalents25%

Contacts

1 of 1
  • Francis Decker

    Francis Decker

    Registered Investment Adviser RepresentativeCRD 6750586

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth