Fireside Capital Advisors

RIASEC Registered

Total AUM

$237M

Discretionary

$237M

100% of AUM

Avg account

$540K

Accounts

438

Employees

4

Advisory reps

4

Firm details

Headquarters: Dallas, Texas
CRD number: 329297
Registered since: March 8, 2024
Website: www.firesidecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI81.28%
Individuals14.45%
Charitable Organizations4.27%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fireside Capital Advisors is an independent, individual-owned LLC registered with the SEC in 2024. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its client billing mixes asset-based fees and hourly charges. The firm reports it does not position itself as an active ESG investor and does not operate as a multi-state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities60%
Public Funds/Mutual Funds38%
US Government Bonds1%
Cash & Cash Equivalents1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 67

Active vs passive

$140M in ETFs

Passive

60%

$84M

Active

36%

$56M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT)	Vanguard	Passive	Corporate Bond	$18.1M	231,732	12.97%

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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: 14785 Preston Rd
Time zone: CT (UTC-6)
Office locations

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