Deuterium Capital Management, LLC

CRD#294051
Investment Advisor Firm

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Learn more about Deuterium Capital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Deuterium Capital Management, LLC is a financial advisor company that has its headquarters in Clearwater, Florida. The company has $1.1 billion in total assets over four customer accounts, placing it among the bigger investment advisory firms in the country by assets under management (AUM). The firm has a small group, including 4 financial advisors. Deuterium Capital Management, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as bonds, options and equities.

    Deuterium Capital Management, LLC administers two of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without requiring the client's permission. The company also oversees two non-discretionary accounts with a total of $760.5 million in assets. The firm's typical account size is $265.4 million. The typical advisor at Deuterium Capital Management, LLC manages about one client account, placing it among the most individualized financial advisor firms in the country.

    The company's main office is located at 1006 North Fort Harrison Avenue, Clearwater, Florida 33755-3017. It is legally permitted to provide services to investors in the state of Florida.

    Assets Under Management

    $1.1 billion

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    1006 North Fort Harrison Avenue
    Clearwater, FL 33755-3017

    Deuterium Capital Management, LLC by the Numbers

    Total Assets Under Management

    $1.1 billion

    National Average: $9.0 billion
    Total Number of Employees

    15

    National Average: 71,771
    Total Number of Accounts

    4

    National Average: 4,329
    Average Account Size

    $265.4 million

    National Average: $2.1 million
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    Fee Structure

    Financial advisory fees usually are based on the type of financial services provided. However, fee types billed by the firm most likely include any combination of the following fee structures: asset-based, fixed or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.

    Available

    • Offered by 70% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 33% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Deuterium Capital Management, LLC works with pooled investment vehicles, charitable organizations and other. Out of its four customers, Deuterium Capital Management, LLC's largest client group by number of accounts is pooled investment vehicles. Around 25% of the firm's accounts are represented by people from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 75%
    • Charitable Organizations - 25%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Deuterium Capital Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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