How does the advisor help clients – Key Takeaways:
FIRETHORN CAPITAL, LLC is a top financial advisory firm dedicated to providing expert financial guidance and support to its clients. With a team of experienced professionals, they offer a wide range of services and advice to assist clients in achieving their financial goals. Here are some key takeaways on how their financial expertise can help you:
- Expert advice: FIRETHORN CAPITAL, LLC operates with a team of highly qualified and experienced financial experts who are well-versed in a variety of financial strategies and techniques. They provide tailored solutions designed to meet the specific needs and goals of each client.
- Diverse services: The firm offers a wide array of financial services, ranging from investment management to retirement planning and estate planning. They work closely with clients to develop customized financial plans and strategies to help them achieve their long-term financial objectives.
- Personalized approach: Every client is unique and has different financial needs and objectives. FIRETHORN CAPITAL, LLC understands this and takes a personalized approach to deliver tailored solutions that are best suited for each client.
- Ongoing support: FIRETHORN CAPITAL, LLC believes in building long-term relationships with their clients. They provide comprehensive support and guidance throughout the client’s financial journey, adapting their strategies to any changes in the client’s circumstances or goals.
Facts and Insights:
Investing with FIRETHORN CAPITAL, LLC means partnering with a firm that is committed to achieving your financial goals. With years of experience and a deep understanding of financial markets, they offer valuable insights and guidance to help clients make informed decisions. Here are some key facts and insights about FIRETHORN CAPITAL, LLC:
- Established in 2008, FIRETHORN CAPITAL, LLC has been in business for over 12 years.
- They are a registered investment advisor (RIA) and have been registered with the Securities and Exchange Commission (SEC) since 2008, as seen on their Form ADV filing.
- As of their latest filing on March 31, 2021, FIRETHORN CAPITAL, LLC reported managing approximately $800 million in assets under management (AUM).
- The firm employs a team of 9 advisors and has an additional 10 support staff members to assist clients with their financial needs.
- Their website, https://firethorncapital.com/, offers a wealth of educational resources, including market insights, financial calculators, and articles on various financial topics.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2018 | $700 | 8 |
| 2019 | $750 | 8 |
| 2020 | $800 | 9 |
Financial Services Offered:
FIRETHORN CAPITAL, LLC provides a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
FIRETHORN CAPITAL, LLC serves a diverse range of clients, from individuals and families to institutions and corporations. They work with clients from all walks of life, including:
- High-net-worth individuals
- Retirees
- Business owners
- Corporate executives
- Non-profit organizations
- Trusts and estates
Fees & Compensation:
FIRETHORN CAPITAL, LLC charges a fee based on a percentage of the assets under management. This fee typically