Majority Asset Management, Inc.

RIASEC RegisteredEst. 2000
Total AUM
$36.9M
Discretionary
$36.9M
100% of AUM
Avg account
$1.4M
Accounts
27
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 11%, Public Funds/Mutual Funds 7%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents11%
  • Public Funds/Mutual Funds7%

Contacts

1 of 1
  • Barbara Doty

    PresidentCRD 1013886

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth