Symplectic Capital LLC
RIAState Registered
Total AUM
$3.3M
Discretionary
$3.3M
100% of AUM
Avg account
$232K
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 283186
- Website
- symplecticcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI92.31%
- Individuals7.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Symplectic Capital LLC is an independent, individual-owned RIA registered in Washington that provides portfolio management to individuals, families and small businesses. The firm charges traditional percentage-of-AUM fees and also employs performance-based fee arrangements for certain client relationships. Its stated investment preference is equities, and it does not identify as an active ESG investor. Business activity centers on discretionary portfolio management rather than institutional consulting or multi-state advisory programs.
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
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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