Steve Pearson Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 165927
- Custodians
- ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Steve Pearson Capital Management LLC is an independent, LLC-structured registered investment adviser focused on fee-based portfolio management for individual and family clients and small businesses. The firm is owned by Steve Pearson and operates on a percentage-of-AUM fee model. Its advisory activity is narrowly scoped to discretionary and non-discretionary portfolio management rather than institutional consulting, and it does not identify as an active ESG investor, multi-state adviser, pension consultant, capital allocator, or part of a related-adviser group.
Assets & Accounts
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
- Public Funds/Mutual Funds67%
- Exchange Traded Equities24%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Steve Pearson
PrincipalCRD 6137044
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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