Tieton Capital Management

RIASEC RegisteredEst. 2006

Total AUM

$314M

Discretionary

$314M

100% of AUM

Avg account

$6.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Yakima, Washington
CRD number: 135769
Registered since: May 23, 2006
Website: tietoncapital.com
Custodians: CHARLES SCHWAB & CO., INC., BNY (THE BANK OF NEW YORK MELLON), STATE STREET BANK AND TRUST COMPANY, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI27.4%
Pooled Investment Vehicles21.04%
State / Municipal Government18.63%
Charitable Organizations13.91%
Individuals13.09%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tieton Capital Management is an SEC-registered, privately held investment adviser formed as an LLC and operating under individual ownership. Registered in 2006, the firm charges clients a percentage-of-AUM fee and focuses on discretionary portfolio management across a mix of client types, including high-net-worth individuals and families as well as institutional and pooled vehicles. Its advisory services explicitly cover separate account management for individuals and small businesses, portfolio management for investment companies and pooled vehicles, and institutional mandates. The firm is not identified as an active ESG investor and does not report multi-state adviser status.