Nepsis Capital Management, Inc.

Nepsis Capital Management, Inc.

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8674 Eagle Creek Circle

Minneapolis, MN 55378

952-746-2003

investingwithclarity.com

No. advisers: 17

AUM: $226,623,269

Asset Breakdown

Staff
Employees 17
Clients
High-net-worth individuals Up to 10%
Financial planning clients 11-25
High-net-worth client assets Up to 50%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees Yes
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $222,514,104 1,715 $129,746
Non-discretionary 4109165 166 $24,754
Total $226,623,269 1,881 $120,480

Hosting radio shows helps advisers attract clients

February 28, 2016 - Marc Freedman, chief executive of Freedman Financial in Peabody, Mass., got his start in radio in 2012. He paid $2,000 a week to host an hour-long, live call-in show every Sunday at 4 p.m. on a major talk-radio station in Boston, 96.9 FM. As part of his...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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