Vertumnus Capital LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Clayton, Missouri
CRD number
342374
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Vertumnus Capital LLC is a Missouri-based limited liability company controlled by an individual owner. The firm positions itself as a capital allocator and adviser to individuals and small businesses, offering financial planning, portfolio management for individuals and small-business owners, and the selection of other advisers. Its reported fee arrangements include percentage-of-assets, fixed fees, and performance-based fees. The firm is not identified as an active ESG investor, and it is not described as operating across multiple states, serving as a pension consultant, or as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Clayton, MO

Saint Louis

Location

Clayton, MO

Headquartered in Clayton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
231 S Bemiston Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth