Mustang Capital Management, LLC

RIASEC Registered
Total AUM
$60M
Discretionary
$60M
100% of AUM
Avg account
$1.1M
Accounts
55
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
124421
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI93.73%
  • Charitable Organizations4.22%
  • Individuals2.05%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mustang Capital Management, LLC is a small, owner-run advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates primarily through separately managed account relationships. Mustang shows a clear equity preference: a majority of client portfolios are invested in exchange-traded equities, and the firm does not identify as an ESG-focused manager or a pension consultant. Its structure and client base suggest a hands-on, tailored approach to private wealth rather than institutional or large-scale capital allocation.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Other 37%, Cash & Cash Equivalents 3%60%
  • Exchange Traded Equities60%
  • Other37%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • John Linnartz

    Managing MemberCRD 1432691

Wealth teams

FINTRX

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

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth