VAN DUIVENDYK CAPITAL MANAGEMENT
Firm details
- Headquarters
- WACO, Texas
- CRD number
- 114748
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.11%
- Individuals25.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Van Duivendyk Capital Management is a small, sole-proprietor advisory practice that focuses on fee-based wealth management for individuals and families. The firm runs discretionary portfolios and emphasizes equity-oriented strategies delivered through separately managed account (SMA) structures. Service offerings include financial planning, portfolio management for individuals and small businesses, pension consulting-style work, and client education through seminars and workshops. Fee arrangements combine a percentage-of-assets model with hourly charges for planning or ad-hoc services. The firm maintains a broker-dealer affiliation and does not position itself as an active ESG investor.
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 Equities85%
- Cash & Cash Equivalents13%
- Other2%
Contacts
1 of 1PHILIP VANDUIVENDYK
OwnerCRD 2706986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WACO, TX
MCLENNAN
Location
WACO, TX
Headquartered in WACO, TX, in the South of the United States.
- Region
- South
- County
- MCLENNAN
- Address
- 6300 Cobbs Dr
- Time zone
- CT (UTC-6)
- Office locations
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