Thomas
Muir
Cultivar Capital, Inc
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About this Advisor
Thomas Muir is a certified financial planner and personal financial specialist operating out of Denton, Texas with 11 years of industry experience. Muir currently works for Cultivar Capital, Inc. During their career, the advisor has held roles at Cultivar Capital, Inc and Thomas Muir, Cpa. Muir holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Louisiana and Texas. Cultivar Capital, Inc is an advisory firm operating out of Denton, TX. The investment advisory business has just four people on staff. It controls $285 million in assets between its 823 accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 823 client accounts, 32% are held by high-net-worth individuals who have more than $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Cultivar Capital, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cultivar Capital, Inc Brokerage Details
$284,757,233
4
823
$345,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Thomas Muir Work History
Thomas has been registered as a financial advisor for 11 years.*
Cultivar Capital, Inc
Thomas Muir, Cpa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Muir to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cultivar Capital, Inc
Denton, TX
Denton, TX
Denton, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
