Annadel Capital, Inc. (San Rafael)

Annadel Capital, Inc. is an adviser based in San Rafael. It manages $35.84 million of regulatory assets for 154 client accounts. It has been registered with the SEC as an adviser since 2004.

Annadel Capital provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Annadel Capital: assets under management

The assets under management (AUM) of Annadel Capital, Inc. is $35.84 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.43 million in discretionary accounts and $30.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $334.11 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Annadel Capital, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Annadel Capital, Inc.

Martel Jed Cooper has been acting as President since 1 Jul 2004. M. Gregory Smith joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
M. Gregory Smith	Secretary/treasurer	1 Jul 2004	50% - 75%	xxx-xx-xxxx
M. Jed Cooper	President	1 Jul 2004	50% - 75%	xxx-xx-xxxx
M Gregory Smith	Secretary/ treasurer and cco	1 Jul 2004	50% - 75%	2558680
Martel Jed Cooper	President	1 Jul 2004	50% - 75%	857289

Based in San Rafael

The principal office where Annadel Capital, Inc. performs its advisory services is located at 899 Northgate Drive, San Rafael, CA 94903 3667, which is also the mailing address of the firm. An additional office of the firm is in Santa Rosa, CA. It doesn’t run an office outside of the United States.