MTH Trading & Capital Management, LLC
RIASEC Registered
Total AUM
$9.8M
Discretionary
$9.8M
100% of AUM
Avg account
$362K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 150448
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.77%
- Individuals6.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MTH Trading & Capital Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm’s advisory work centers on portfolio management for individuals and small businesses; its client base is listed as individuals and families. Compensation is on a percentage-of-assets-under-management basis. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not identified as a multi-state or pension consultant adviser.
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 Equities45%
- US Government Bonds40%
- Cash & Cash Equivalents15%
Contacts
1 of 1Mark Harrison
OwnerCRD 5681961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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