Xenith Capital
RIAState Registered
Total AUM
$37.1M
Discretionary
$37.1M
100% of AUM
Avg account
$312K
Accounts
119
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 316844
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.18%
- Individuals30.94%
- Corporations / Businesses5.87%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Xenith Capital is an independent, individual-owned registered investment adviser that charges clients a percentage-of-assets fee. The firm serves both individual and family clients as well as institutional clients and focuses on discretionary portfolio management for individuals and small businesses. Its reported practice leans toward liquid, exchange-traded instruments rather than ESG-labeled strategies, and the firm does not present itself as a multi-state adviser or pension consultant in its filings.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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