Big Tree Capital LLC

Big Tree Capital LLC (CRD# 148074) is a financial advisory firm headquartered in Los Angeles, CA. They manage $14,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $4,666,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Big Tree Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin T. Carter
CRD#: 2215505
Lafayette, CA
93
Wealthminder
score

Kevin Carter (CRD# 2215505) is an Investment Advisor Representative working at Big Tree Capital LLC in Lafayette, CA and has over 24 years of experience in the finance industry.

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