METHOD AND THEORY CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GRAND RAPIDS, Michigan
CRD number
327788

Firm profile

FINTRX

Overview

Method And Theory Capital Management, LLC is a limited liability company that operates in the financial advisory sector. The firm focuses on investment management, although specific details regarding their investment preferences and manager allocation interests are not publicly disclosed. The firm is classified as unclassified and does not engage in capital allocation or pension consulting activities. Method And Theory Capital Management does not actively pursue ESG (Environmental, Social, and Governance) investments and is not registered as a multi-state adviser.

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

Contacts

3 of 4
  • LARRY RICKS

    OwnerCRD 7887934

  • Luke Ricks

    OwnerCRD 7887931

  • Benjamin Pincock

    OwnerCRD 7887932

Unlock 1 more contacts

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

GRAND RAPIDS, MI

KENT

Location

GRAND RAPIDS, MI

Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
KENT
Address
250 Monroe Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth