FIRESIDE CAPITAL ADVISORS
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
FINTRXOverview
Fireside Capital Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM approach with the ability to charge hourly for planning work. The firm is not an active ESG investor, does not identify as a multi-state adviser, and does not operate as a dedicated capital allocator.
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 Equities60%
- Public Funds/Mutual Funds38%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Rebecca Wynne
Partner and Chief Operating OfficerCRD 7925667
Contacts
3 of 3TIMOTHY DWIGHT
PrincipalCRD 4442064
JOSEPH PENNER
Founding PrincipalCRD 4373106
JORDAN YOUNG
PromoterCRD 6385640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$126M in ETFs
64%
$79.7M
36%
$45.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $21M | 254,036 | 16.75% |
Location
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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