Tieton Capital Management
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Overview
Tieton Capital Management is an advisory company that has its headquarters in Yakima, Washington. The company controls $170.2 million in assets under management across 49 accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The firm has a small team, including 2 financial advisors. Tieton Capital Management is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as bonds, stocks and options.
Tieton Capital Management oversees all of its client assets in a discretionary manner. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without needing to seek client approval. The advisory firm's typical account size is $3.5 million. An average financial advisor at Tieton Capital Management manages around 25 client accounts, placing it among the more individualized advisor firms in the country.
The firm's headquarters is at 4700 Tieton Drive, Suite C, Yakima, Washington 98908-3480. Tieton Capital Management is legally registered to provide services to clients across 2 states, including Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tieton Capital Management by the Numbers
$170.2 million
3
49
$3.5 million
Fee Structure
Financial advisory fees are based on the type of financial services provided. However, fees charged by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors, high net worth investors, investment companies and pooled investment vehicles. Out of its 49 customers, Tieton Capital Management's biggest client type by number of accounts is retail investors, although it also caters to 14 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 31.11%
- Other Individuals - 64.44%
- Corporations - 4.44%
- Charitable Organizations - 0%
* 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
Tieton Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Tieton Capital Management
Yakima, WA
Yakima, WA
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