Regional wealth management firm focused on holistic financial planning, investment advisory and retirement solutions for high-net-worth individuals, families and small institutions. Crux Wealth Advisors emphasizes customized multi-asset portfolios, fee-based advisory models and fiduciary governance, positioning itself as a client-centric boutique competing with national RIAs.
Regional wealth management firm focused on holistic financial planning, investment advisory and retirement solutions for high-net-worth individuals, families and small institutions. Crux Wealth Advisors emphasizes customized multi-asset portfolios, fee-based advisory models and fiduciary governance, positioning itself as a client-centric boutique competing with national RIAs.
A boutique RIA approach that prioritizes fiduciary governance and fee-based alignment, targeting high-net-worth individuals, families and small institutions. Investment strategy emphasizes customized multi-asset portfolios blending active and passive strategies, tax-sensitive asset location, and liability-aware retirement solutions. Capital deployment favors durable income, diversified equity exposures, and opportunistic fixed income overlays with intermediate horizons and drawdown-conscious risk controls. Competitive edge derives from holistic planning integration, client segmentation, and repeatable portfolio construction tailored to household goals.
A boutique RIA approach that prioritizes fiduciary governance and fee-based alignment, targeting high-net-worth individuals, families and small institutions. Investment strategy emphasizes customized multi-asset portfolios blending active and passive strategies, tax-sensitive asset location, and liability-aware retirement solutions. Capital deployment favors durable income, diversified equity exposures, and opportunistic fixed income overlays with intermediate horizons and drawdown-conscious risk controls. Competitive edge derives from holistic planning integration, client segmentation, and repeatable portfolio construction tailored to household goals.
| Trades 1175 | Longs Won 826/1175 70% | Profit Factor 8.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $194,977.47 |
| Average Win $73,516.99 | Best Trade (Aug 28) $3.77M | Sharpe Ratio -84.17 |
| Average Loss -$20,828.12 | Worst Trade (Aug 03) -$793,474.83 | Z-Score 8.24 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 3d | Expectancy $45,495.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 11,580 | $2.9M | $3.58M | - | $677,390.76 | 23.36% | -7.354% |
ABNB Airbnb, Inc. | 5,145 | $674,818 | $779,570.4 | - | $104,752.4 | 15.52% | -0.368% |
ACN Accenture plc Class A | 4,752 | $782,832.47 | $788,451.84 | - | $5,619.37 | 0.72% | +1.611% |
ADBE Adobe Inc. | 1,808 | $733,289.64 | $452,741.28 | - | -$280,548.36 | -38.26% | +1.013% |
ADI Analog Devices, Inc. | 5,028 | $1.08M | $1.85M | - | $769,132.43 | 71.33% | +0.202% |
ADSK Autodesk, Inc. | 2,448 | $721,673.6 | $573,321.6 | - | -$148,352 | -20.56% | -0.328% |
AFMC First Trust Active Factor Mid Cap ETF | 44,384 | $1.53M | $1.8M | - | $266,608.32 | 17.37% | -0.049% |
AGG iShares Core U.S. Aggregate Bond ETF | 8,330 | $807,180.89 | $811,092.1 | - | $3,911.21 | 0.48% | -0.256% |
AJG Arthur J. Gallagher & Co. | 2,891 | $663,704 | $721,073.22 | - | $57,369.22 | 8.64% | -2.745% |
AMAT Applied Materials, Inc. | 6,001 | $1.12M | $3.05M | - | $1.93M | 172.11% | +1.176% |
AMD Advanced Micro Devices, Inc. | 1,439 | $183,205.85 | $685,179.84 | - | $501,973.99 | 273.99% | -1.904% |
AMRZ Amrize Ltd. | 11,668 | $653,641.12 | $570,681.88 | - | -$82,959.24 | -12.69% | -1.391% |
AMZN Amazon.com Inc | 26,373 | $5.76M | $7.16M | - | $1.4M | 24.27% | +15.321% |
ANGL VanEck Fallen Angel High Yield Bond ETF | 7,032 | $201,603.44 | $203,365.44 | - | $1,762 | 0.87% | -0.035% |
AON Aon plc | 2,404 | $775,963.3 | $866,762.18 | - | $90,798.88 | 11.7% | -1.642% |
APD Air Products and Chemicals, Inc. | 3,108 | $901,111.42 | $916,518.15 | - | $15,406.73 | 1.71% | -1.769% |
ARDX Ardelyx Inc. | 39,348 | $201,860.87 | $194,772.6 | - | -$7,088.27 | -3.51% | -1.786% |
AVGO Broadcom Inc. | 6,385 | $1.49M | $2.49M | - | $997,674.33 | 67.05% | +0.371% |
AZO AutoZone Inc. | 70 | $224,140 | $211,137.5 | - | -$13,002.5 | -5.8% | +0.322% |
BAC Bank of America Corporation | 3,850 | $219,348 | $238,507.5 | - | $19,159.5 | 8.73% | +0.356% |