Psalm Capital
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 325371
- Custodians
- AXOS ADVISOR SERVICES
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.24%
- Charitable Organizations1.61%
- Individuals0.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Psalm Capital is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional investors, charging clients on a percentage-of-AUM basis. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Kasey Gaines
FounderCRD 6995251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3017 Bolling Way Ne
- Time zone
- ET (UTC-5)
- Office locations
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