Honeyguide Capital Partners

RIASEC Registered
Total AUM
$738K
Discretionary
$738K
100% of AUM
Avg account
$56.8K
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
334529
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Honeyguide Capital Partners is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses as well as for businesses or institutions. The firm does not identify as an active ESG investor and is not positioned as a capital allocator. The picture from available records is of an owner-driven, fee-based RIA that emphasizes discretionary portfolio management for a limited client base rather than large-scale institutional business or multi-state distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Owners & executives

1 of 1
  • Nathan Kirckof

    Nathan Kirckof

    CEOCRD 8027461

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth