Silvia Mccoll Wealth Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$283M
Discretionary
$279M
98% of AUM
Avg account
$794K
Accounts
357
Employees
2
Advisory reps
2

Firm details

Headquarters
San Diego, California
CRD number
295339
Registered since
June 1, 2018
Website
www.silviamccoll.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI87.17%
  • Individuals8.83%
  • Charitable Organizations3.7%
  • Pension & Profit Sharing Plans0.3%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Silvia Mccoll Wealth Management, LLC operates as an independent, SEC-registered RIA formed in 2018 and organized as an LLC. The firm serves individual and family clients and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not positioned as a capital allocator or a multi-state advisory platform and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 28%, US Government Bonds 2%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities28%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Contacts

2 of 2
  • Brandon Silvia

    Brandon Silvia

    Managing PartnerCRD 6239135

  • William Mccoll

    William Mccoll

    Managing PartnerCRD 1930495

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$121M in ETFs

Passive

53%

$63.5M

Active

46%

$57M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)Capital GroupActiveLarge Value$21.1M427,20017.46%
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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
600 W Broadway
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth