Montchanin Asset Management, LLC
Firm details
- Headquarters
- Montchanin, Delaware
- CRD number
- 304367
- Registered since
- May 2, 2022
- Custodians
- CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.56%
- Individuals8.44%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Montchanin Asset Management, LLC is an independent, individual-owned RIA that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and focuses its client base on individual and family relationships. Montchanin is registered with the SEC and completed its registration in 2022. Its stated advisory activity centers on discretionary portfolio management rather than institutional or pension consulting. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or capital allocator; its business model is a boutique, fee-based wealth manager serving a relatively small client roster.
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 Equities92%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$6.8M in ETFs
100%
$6.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) | GlobalX | Passive | Derivative Income | $3.4M | 182,520 | 49.79% |
Location
Montchanin, DE
New Castle
Location
Montchanin, DE
Headquartered in Montchanin, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 10 W Rockland Rd
- Time zone
- ET (UTC-5)
- Office locations
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