EID CAPITAL

RIASEC Registered
Total AUM
$13.3M
Discretionary
$13.3M
100% of AUM
Avg account
$341K
Accounts
39
Employees
1
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
317634
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 45%, US Government Bonds 9%, Investment Grade Corp Bonds 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds45%
  • US Government Bonds9%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Scott Lanigan

    Founder, CEO & CIOCRD 7473488

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth