MINDFUL CAPITAL MANAGEMENT

RIASEC Registered

Total AUM

$1.2M

Discretionary

$1.2M

100% of AUM

Avg account

$92.3K

Accounts

Employees

Advisory reps

Firm details

Headquarters: DECATUR, Georgia
CRD number: 340794
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mindful Capital Management is organized as a limited liability company and presents itself as a capital allocator that provides advisory and educational services rather than operating as a multi-state or institutional pension consultant. The firm lists a mix of service and billing options: percentage-of-AUM fees alongside the ability to charge hourly and fixed fees. Its stated advisory activities include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, selection of other advisers, and the publication of periodicals and educational seminars/workshops. The firm does not identify as an active ESG investor. It is not marked as a newly formed adviser and is not registered as a multi-state adviser.