Vertumnus Capital LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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