Overview
Assets Under Management: $126 million
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Frequently Asked Questions
TODO CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167858), TODO CAPITAL, LLC is subject to fiduciary duty under federal law.
TODO CAPITAL, LLC serves 30 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, TODO CAPITAL, LLC offers portfolio management for individuals. View all service details ↓
TODO CAPITAL, LLC manages $126 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, TODO CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 48
Discretionary Accounts: 42
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 167858
Last Filing Date: 2025-02-24 00:00:00
Website: https://gmail.com