DEFINE FINANCIAL, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 286648
- Registered since
- August 6, 2021
- Website
- www.definefinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.75%
- Charitable Organizations12.66%
- Individuals3.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Define Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. It acts as a capital allocator for individual and family clients, offering financial planning and portfolio management for individuals and small businesses, along with pension consulting and selection-of-other-advisers services. The firm charges fees as a percentage of AUM and also uses hourly and fixed-fee arrangements. Define Financial is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds83%
- Cash & Cash Equivalents11%
- Exchange Traded Equities4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1TAYLOR SCHULTE
Founder and CEOCRD 5371615
Contacts
3 of 4TYLER AUBREY
Partner, Financial PlannerCRD 6738572
Charles Schwab
Financial PlannerCRD 7116887
MARIANI HUMMEL
Associate Financial PlannerCRD 7633928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$175M in ETFs
63%
$110M
38%
$65.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $28.3M | 566,241 | 16.13% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 12526 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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