Fossel Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 131949
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.62%
- Charitable Organizations12.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fossel Capital Management LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on fee-based wealth management and financial planning, delivering portfolio management and planning services to individuals, families and small-business clients. Advisory services emphasize direct portfolio management rather than consulting or pension work; the firm is not positioned as a capital allocator or multi-state/ESG specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
- US Government Bonds13%
- Investment Grade Corp Bonds10%
- State & Local Bonds8%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1
Steven Fossel
FounderCRD 1995812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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