TERRA WAY CAPITAL, INC.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
285448

Firm profile

FINTRX

Overview

Terra Way Capital, Inc. is a small, individually owned corporate investment firm that appears to focus on pooled real estate investments rather than delivering broad retail advisory services. The firm is not registered as a multi-state adviser, does not identify as an active ESG investor, and is not classified as a capital allocator in the available records. Terra Way’s public affiliations include an accountant, an insurance company, and a real estate broker, which suggests its operations center on real-estate-related deal sourcing, structuring and back-office support rather than a wide-ranging wealth-management platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Jeffrey Frye

    President, CEOCRD 6710753

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
4425 Jamboree Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth