Xenith Capital combines an intelligence-trained analytical background with proprietary research systems to deliver custom-built wealth strategies. No model portfolios. No outsourced decisions. Every position selected with conviction.
Begin the ConversationThe wealth management industry has undergone a fundamental shift. Most advisors at large firms no longer build portfolios. They select from pre-built ones.
This isn't a coincidence — it's structural. The majority of advisors enter the industry from business and sales backgrounds. Their training focuses on client acquisition and relationship management, not quantitative analysis or portfolio construction. The model portfolio industry exists because of this skills gap. Pre-built solutions aren't a convenience — they're a necessity when the advisor's expertise lies in gathering assets, not analyzing them.
The result: your "personalized strategy" may be a risk tolerance questionnaire fed into the same model used for thousands of other clients. The advisor is a conduit for corporate products — not the architect of your financial future.
Wealth management should be as rigorous as the work that built the wealth. Every strategy we design is grounded in systematic research, disciplined risk management, and a refusal to follow the crowd.
Every position is backed by multi-source fundamental analysis. We don't chase trends or follow consensus. We identify asymmetric opportunities where rigorous research supports high-conviction positions.
Risk isn't something we mitigate after the fact. It's engineered into every decision from the start. Position sizing, correlation analysis, and scenario planning are built into our process, not bolted on.
Proprietary research systems allow us to monitor markets, analyze data, and surface insights at a scale that manual processes cannot match. Technology amplifies judgment — it doesn't replace it.
You will always understand what we own, why we own it, and what conditions would change our mind. No black boxes. No jargon-filled quarterly letters designed to obscure. Clarity is a feature, not a courtesy.
We've built proprietary technology infrastructure that enhances every stage of our investment process — from research and monitoring to risk management and reporting. Human judgment drives every decision. Technology ensures nothing is missed.
Automated monitoring systems track portfolio positions, sector rotations, macroeconomic signals, and earnings events around the clock. We surface what matters and filter the noise.
Our research framework aggregates data from multiple sources, applies systematic filters, and generates structured analysis. This enables deeper due diligence than traditional manual processes allow.
Real-time portfolio analytics track correlation drift, concentration risk, and scenario exposure. Alerts trigger automatically when portfolios deviate from defined risk parameters.
Logan Jackson's career began in law enforcement, where he developed the investigative discipline and pattern recognition that would define his analytical approach. From there, he transitioned to military intelligence, where the stakes of a wrong conclusion aren't measured in quarterly performance — they're measured in lives. That environment instilled a permanent bias toward evidence over narrative, verification over assumption, and decisive action over comfortable consensus.
Logan entered the financial industry at a major wirehouse, where he led high-net-worth investment strategies across five branch offices. It was there he saw the industry's structural problem firsthand: advisors trained in sales, not analysis. Portfolios assembled from templates, not research. Investment decisions made by committees and outsourced managers, not by the person sitting across from the client.
Xenith Capital was built to reverse that equation. Logan combines an analytical foundation — forged in intelligence work, not a business program — with proprietary technology systems built in-house. Every portfolio is constructed from the ground up. Every investment decision is made by the same person you speak with. The result is the kind of focused, evidence-driven wealth management that the standard industry model structurally cannot deliver.
Every client engagement begins with understanding your complete financial picture. From there, we build — from scratch.
Every portfolio is built position by position around your specific goals, risk tolerance, and time horizon. No models. No templates. High-conviction positions backed by systematic research.
Custom investment strategies designed to pursue growth while managing downside exposure. We focus on asymmetric opportunities where the potential reward meaningfully outweighs the risk.
Proactive risk architecture powered by proprietary analytics. We stress-test portfolios against multiple scenarios and maintain disciplined position sizing and correlation management.
Strategic retirement planning that aligns your investment timeline with your lifestyle goals. Tax-efficient withdrawal strategies, Social Security optimization, and legacy planning.
Strategies designed to help protect and sustain generational wealth. Estate planning coordination, tax optimization, and defensive positioning for market volatility.
Your advisor is your advisor. No call centers, no rotating contacts, no layers of bureaucracy. When you need us, you reach us. That's the foundation of the relationship.
We begin every relationship with a confidential conversation to understand your goals, concerns, and expectations. No obligations. No sales pitch. Just a candid assessment of whether Xenith Capital is the right fit. We maintain a deliberately limited number of client relationships to ensure every portfolio receives the focused attention it deserves.