FULL COURT STRATEGIC WEALTH, LLC
Firm details
- Headquarters
- MOUNT LAUREL, New Jersey
- CRD number
- 309257
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI99.26%
- Individuals0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Full Court Strategic Wealth, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its business activities include the sale of other financial products, and it functions as a capital allocator — placing client assets with third‑party external managers for alternative exposures. The firm’s reported asset base is entirely non‑discretionary, meaning clients retain final trading authority over the accounts the firm advises on. Fee arrangements are varied and include percentage of AUM, hourly charges, fixed fees and other structures. Full Court Strategic Wealth is not an active ESG investor, is not designated as a multi‑state adviser, and does not report pension consulting or related adviser activity.
Assets & Accounts
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
- Public Funds/Mutual Funds78%
- State & Local Bonds16%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Contacts
1 of 1JASON COLE
PresidentCRD 3211818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNT LAUREL, NJ
BURLINGTON
Location
MOUNT LAUREL, NJ
Headquartered in MOUNT LAUREL, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BURLINGTON
- Address
- 100 Century Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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