Majority Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 110891
- Registered since
- January 3, 2000
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.69%
- Charitable Organizations13.72%
- Individuals3.59%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Majority Asset Management, Inc. runs a compact, equity-focused advisory practice that manages discretionary portfolios for individuals and small businesses. The firm charges fees as a percentage of assets under management and emphasizes exchange-traded equities as its primary allocation tool. Portfolios are tilted toward liquid, tradable instruments—largely ETFs and individual equities—while the adviser supplements core equity exposure with selected mutual funds and third-party alternative managers in real assets and energy sectors. The firm is not an active ESG investor and presents a traditional, return-driven allocation profile rather than one built around social or environmental screens. Registered with the SEC since 2000 and owned by an individual, Majority Asset Management, Inc. appears structured to serve a relatively small number of higher-net-worth clients with bespoke, discretionary mandates.
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 Equities82%
- Cash & Cash Equivalents11%
- Public Funds/Mutual Funds7%
Contacts
1 of 1Barbara Doty
PresidentCRD 1013886
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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