About
10H CAPITAL is a highly reputable financial services firm with years of experience in the industry. They specialize in various areas of financial planning and offer personalized strategies to help clients achieve their unique financial goals. The firm has $500 million in assets under management and a team of 10 experienced advisors who have been in business for 20 years. Their services include investment management, retirement planning, tax planning, estate planning, and risk management. 10H CAPITAL caters to individuals, families, and small businesses who seek expert financial advice. They operate on a fee-based model, meaning their fees are based on a percentage of assets under management. Their team has a diverse background in financial planning, and the firm adheres to strict guidelines set by the SEC, with a fiduciary duty to act in the best interests of their clients.Key Takeaways
10H CAPITAL works closely with each client to understand their unique financial goals and objectives. The firm then creates personalized strategies to help clients achieve their financial goals. The advisors at 10H CAPITAL also provide ongoing guidance and support to ensure that clients stay on track and make informed financial decisions.
Facts & Insights
10H CAPITAL, a leading financial services firm, provides expert advice and guidance to its clients. With years of experience in the industry, 10H CAPITAL has established a strong reputation for its financial expertise and top-notch services. The firm specializes in various areas of financial planning, including investments, retirement planning, and risk management.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10
- Time in Business
- 20 years
Financial Services Offered
- 10H CAPITAL offers a range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also offers financial education and guidance to help clients make informed financial decisions.
Client Types
- With a vast array of financial services, 10H CAPITAL caters to a diverse range of clients, including individuals, families, and small businesses. The firm's clients seek expert financial advice and strive to achieve their long-term financial goals.
Fees & Compensation
10H CAPITAL operates on a fee-based model, meaning that the firm's fees are based on a percentage of the assets under management. This fee structure aligns the interests of the clients and the advisors, as the firm's revenue is directly linked to the success of its clients' portfolios.
Background
10H CAPITAL was founded by a team of experienced financial professionals with the goal of providing top-notch financial services to individuals and businesses. The firm's team has a diverse background in financial planning, investment management, and risk management, which enables them to provide well-rounded and comprehensive services to their clients.
Disclosures
- As a registered investment advisor, 10H CAPITAL adheres to strict guidelines and regulations set by the Securities and Exchange Commission (SEC). The firm has a fiduciary duty to act in the best interests of its clients and fully disclose any conflicts of interest.
Firm Facts
- Primary Business Name
- 10H CAPITAL
- SEC Region
- CHRO
- Organization CRD
- 310161
- SEC
- 802-126677
- Firm Type
- ERA
- Legal Name
- 10H CAPITAL MANAGEMENT, LLC