Darrell Jayroe
Tulsa, OK (USA)
Role(s):
Founder/Owner/Principal
Alpha Omega Capital Management (potential)
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Startup
Location:
Tulsa
Industry:
Investing
Year Founded:
2015
Number Employees:
1-10 people
Business Stage:
Creation/Idea
Entity Type:
Not Incorporated
Description:
I am planning to start an RIA (Registered Investment Advisor) firm in Tulsa, OK. The firm will offer fee based financial planning and investment management services to High Net Worth individuals/families, trusts,foundations and endowments. Firm will focus on BRI (Biblically Responsible Investing) strategies and will market to the large Christian and Faith based community in the Tulsa Metro area initially and then expand to Oklahoma City and other cities as opportunities arise.
The goal is to build this firm to $500 million to $1 billion in AUM (Assets Under Management) in the first 5 years. This would produce annual gross revenues of $4 million to $8 million by year 5.
Principal has over 21 years experience as an investment advisor/portfolio manager and is both a CFA
(Chartered Financial Analyst) Charterholder and a CFP (Certified Financial Planner) licensee.