Journey Capital Advisers, LLC
RIAState Registered
Total AUM
$15.4M
Discretionary
$15.4M
100% of AUM
Avg account
$177K
Accounts
87
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 284660
- Website
- www.journey-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.03%
- Individuals42.97%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Journey Capital Advisers, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on fee-based portfolio management for individuals, families and small business clients, and it also provides portfolio management services for business or institutional accounts. It is state-registered in Colorado, Illinois and Texas. The firm does not position itself as an ESG investor and operates on a percentage-of-assets fee model.
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 Equities96%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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