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 811/1175 69% | Profit Factor 6.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $199,252.3 |
| Average Win $76,196.24 | Best Trade (Oct 15) $3.79M | Sharpe Ratio -84.14 |
| Average Loss -$25,409.78 | Worst Trade (Oct 15) -$490,597.83 | Z-Score 5.46 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy $44,719.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 11,580 | $2.9M | $4.01M | - | $1.11M | 38.18% | +1.175% |
ABNB Airbnb, Inc. | 5,145 | $674,818 | $902,150.02 | - | $227,332.02 | 33.69% | +0.611% |
ACN Accenture plc Class A | 4,752 | $782,832.47 | $1.08M | - | $296,394.25 | 37.86% | +0.974% |
ADBE Adobe Inc. | 1,808 | $733,289.64 | $444,910.83 | - | -$288,378.81 | -39.33% | -2.222% |
ADI Analog Devices, Inc. | 5,028 | $1.08M | $2.05M | - | $969,498.23 | 89.92% | +0.819% |
ADSK Autodesk, Inc. | 2,448 | $721,673.6 | $591,706.08 | - | -$129,967.52 | -18.01% | -1.407% |
AFMC First Trust Active Factor Mid Cap ETF | 44,384 | $1.53M | $1.8M | - | $262,613.76 | 17.11% | +0.223% |
AGG iShares Core U.S. Aggregate Bond ETF | 8,330 | $807,180.89 | $795,219.28 | - | -$11,961.61 | -1.48% | +0.057% |
AJG Arthur J. Gallagher & Co. | 2,891 | $663,704 | $731,003.8 | - | $67,299.8 | 10.14% | +1.102% |
AMAT Applied Materials, Inc. | 6,001 | $1.12M | $2.53M | - | $1.41M | 125.83% | -2.021% |
AMD Advanced Micro Devices, Inc. | 1,439 | $183,205.85 | $781,837.49 | - | $598,631.64 | 326.75% | -3.363% |
AMRZ Amrize Ltd. | 11,668 | $653,641.12 | $445,542.58 | - | -$208,098.54 | -31.84% | +2.318% |
AMZN Amazon.com Inc | 26,373 | $5.76M | $6.72M | - | $952,483.14 | 16.53% | -0.039% |
ANGL VanEck Fallen Angel High Yield Bond ETF | 7,032 | $201,603.44 | $192,922.92 | - | -$8,680.52 | -4.31% | -0.127% |
AON Aon plc | 2,404 | $775,963.3 | $694,479.54 | - | -$81,483.76 | -10.5% | +0.727% |
APD Air Products and Chemicals, Inc. | 3,108 | $901,111.42 | $934,451.28 | - | $33,339.86 | 3.7% | +1.369% |
ARDX Ardelyx Inc. | 39,348 | $201,860.87 | $123,749.46 | - | -$78,111.41 | -38.7% | -3.823% |
AVGO Broadcom Inc. | 6,385 | $1.49M | $2.16M | - | $668,463.73 | 44.93% | -1.92% |
AZO AutoZone Inc. | 70 | $224,140 | $219,208.15 | - | -$4,931.85 | -2.2% | +2.351% |
BAC Bank of America Corporation | 3,850 | $219,348 | $202,028.75 | - | -$17,319.25 | -7.9% | +1.499% |