VAN DUIVENDYK CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$26.1M
Discretionary
$26.1M
100% of AUM
Avg account
$231K
Accounts
113
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 13%, Other 2%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents13%
  • Other2%

Contacts

1 of 1
  • PHILIP VANDUIVENDYK

    OwnerCRD 2706986

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth