Peltoma Capital Partners
Firm details
- Headquarters
- ,
- CRD number
- 325138
- Registered since
- March 24, 2025
- Website
- www.peltomacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.55%
- Individuals7.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Peltoma Capital Partners is an individually owned independent registered investment adviser serving primarily individual and family clients. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses, and offers pension consulting services. Its fees are charged through a mix of assets-under-management, hourly engagements, and fixed-fee arrangements. Peltoma reports being an active ESG investor and uses outside fund managers when allocating to private markets.
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities10%
- State & Local Bonds1%
Owners & executives
1 of 1
Rubin Miller
Founder & CIOCRD 6351574
Contacts
2 of 2
Rachael Levine
Partner, Senior Financial AdvisorCRD 6201628
Emily Moran
Associate AdvisorCRD 7489093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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