Xenith Capital

RIASEC Registered
Total AUM
$35.2M
Discretionary
$35.2M
100% of AUM
Avg account
$576K
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316844
Fee structure
Percentage of AUM
Client types
  • HNWI79.73%
  • Individuals20.27%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Xenith Capital is a small, privately held limited liability company that provides fee-based portfolio management to individual and family clients. The firm bills on a percentage-of-assets-under-management basis and focuses its advisory work on household and small-business portfolios. Xenith does not describe itself as an ESG-focused allocator and is not registered as a multi-state adviser; its ownership is identified as an individual principal rather than a corporate or institutional owner.

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Logan Jackson

    Logan Jackson

    Founder, President and Chief Investment OfficerCRD 6567524

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