Wide Eye Capital

RIASEC Registered
Total AUM
$10.9M
Discretionary
$10.9M
100% of AUM
Avg account
$192K
Accounts
57
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
322886
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI66.68%
  • Individuals33.32%
Services
Financial PlanningPortfolio Management for IndividualsSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wide Eye Capital is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and supplements those services with security-pricing or ratings work, market-timing services, and educational seminars or workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Wide Eye Capital does not characterize itself as an active ESG investor and is not documented as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 43%, Non-Exchange Traded Equities 43%, Cash & Cash Equivalents 13%, US Government Bonds 1%43%
  • Exchange Traded Equities43%
  • Non-Exchange Traded Equities43%
  • Cash & Cash Equivalents13%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Samuel Khalil

    Samuel Khalil

    Chief Investment OfficerCRD 7605790

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth