EID CAPITAL
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 317634
- Website
- www.eidcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.09%
- Individuals18.91%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
EID Capital is an independent, single-owner limited liability advisory firm that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. EID Capital identifies equities as its primary investment preference and does not describe itself as an active ESG investor or a multi-state adviser. It does not act as a capital allocator, pension consultant, or related adviser.
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
- Exchange Traded Equities45%
- Public Funds/Mutual Funds45%
- US Government Bonds9%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Scott Lanigan
Founder, CEO & CIOCRD 7473488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 13355 Noel Rd
- Time zone
- CT (UTC-6)
- Office locations
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