Everglade Capital, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Frisco, Texas
CRD number
341491
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Everglade Capital, LLC is a Texas-registered limited liability company that provides financial planning and portfolio management focused on individuals and small businesses. Ownership is listed as a combination of a domestic entity and an individual. The firm’s fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Everglade Capital is not identified as a capital allocator, and it does not market itself as an ESG investor, pension consultant, or related adviser to other firms.

Assets & Accounts

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

Owners & executives

1 of 1
  • Minab Mulugheta

    Chief Executive OfficerCRD 8233950

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

Frisco, TX

Collin

Location

Frisco, TX

Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
6136 Frisco Square Blvd
Time zone
CT (UTC-6)
Office locations

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