Dakota
Dakota
Book a Demo
Talk to an Expert

1015 Capital Partners

EST. AUM
$150,386,176

CONTACTS

CLIENT ACCOUNTS
57

Firm Details

Metro area Philadelphia
CRD Number 328453
Website 1015capitalpartners.com
Client types

Overview

1015 Capital Partners is an independent investment advisory firm serving individuals, families, and businesses. Founded by Mary McNutt and Michelle Blass, the firm provides bespoke investment portfolio development and financial strategy tailored to each client's specific goals. The firm emphasizes a client-centric, high-touch service model as an alternative to standardized, one-size-fits-all approaches. 1015 Capital Partners is structured as a privately owned, independent firm.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy