FX2 CAPITAL

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

Firm details

Headquarters
FRUITLAND PARK, Florida
CRD number
337735
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FX2 Capital is organized as a limited liability company under individual ownership and presents itself primarily as a real estate broker that also acts as portfolio manager for pooled investment vehicles. Its advisory footprint is narrow rather than retail-focused: the firm's activities point to managing or advising pooled vehicles and selecting third‑party managers rather than running large numbers of individual client accounts. FX2 Capital reports being an active ESG investor, and its fee arrangements include percentage of AUM, fixed fees and performance‑based fees, which suggests an alignment model that can combine asset‑based billing with incentive compensation tied to returns. As an unclassified adviser that is not designated a capital allocator and is not registered as a multi‑state adviser, FX2 Capital appears designed to concentrate on specialized real estate and private fund activity rather than broad cross‑jurisdictional wealth management. The combination of real estate brokerage services and portfolio management for pooled vehicles indicates the firm likely sources, structures and oversees real estate investments while outsourcing some fund management execution to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ashton Thomas

    Founder and CEOCRD 8143417

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FRUITLAND PARK, FL

LAKE

Location

FRUITLAND PARK, FL

Headquartered in FRUITLAND PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
LAKE
Address
1213 W Miller St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth