Erenda Capital

RIASEC Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$548K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328252
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Erenda Capital is an independent, single-owner LLC that provides fee-based wealth management to individuals and families. The firm emphasizes financial planning and portfolio management for individuals and small business owners and charges advisory fees as a percentage of assets under management. Erenda Capital is not positioned as a multi-state or institutional pension consultant and does not present itself as a capital allocator or an ESG-focused manager. Advisory activity centers on customized planning and discretionary portfolio oversight rather than outsourced-model or wrap-fee programs. The firm’s regulatory registration details (SEC registration year) are not listed in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 80%, US Government Bonds 10%, Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 2%80%
  • Exchange Traded Equities80%
  • US Government Bonds10%
  • Investment Grade Corp Bonds8%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Matthew Buehler

    Matthew Buehler

    PrincipalCRD 7803111

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth