Citrine Capital, Llc
- Regulatory AUM
- $347M
- Discretionary
- $347M
- Clients
- 141
- Avg AUM / client
- $2.5M
- Accounts
- 640
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $32.0M | 9.24% |
| High net worth individuals | 75 | $315M | 90.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Sterling Cole | Managing Partner/Co Member Manager | CFP | Apr 2014 (12y) | 50% – 75% |
| Jirayr Rouben Kembikian | Managing Partner/Chief Compliance Officer/Co Member Manager | CFP | Dec 2015 (11y) | 50% – 75% |
| Kiersten Ann Peshek | Registered representative | CFP | Jul 2021 (5y) | |
| Nicholas Loeffelman | Registered representative | CFP | Feb 2022 (5y) | |
| Samantha Mockford | Registered representative | CFP | Apr 2023 (3y) | |
| Rebecca Ruth Cora Reimnitz | Registered representative | CFP | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 999 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $340M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗