Tieton Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$313,981,362
Total clients
45
31% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
23
Average account size
$6,977,364
About
Tieton Capital Management is an SEC-registered investment adviser that manages a Small Cap Value equity strategy for a mix of clients including foundations, endowments, trusts, pension funds, wealthy families and individual investors. The firm manages discretionary accounts from a model portfolio and, for select clients, supplements equity holdings with no-load mutual funds and ETFs and also manages a limited number of wrap-fee accounts.
The firm follows a fundamentals-based, bottom-up investment process focused on small, value companies generally with market capitalizations under $3 billion, seeking catalysts, quality management, prudent debt and solid cash-flow characteristics. Portfolios are concentrated (generally 25–35 names), remain fully invested and are researched through on-site meetings, company filings and Refinitiv Workspace analysis.
Compared with many similarly sized supported firms, Tieton reports relationships with pooled investment vehicles, investment company and pension/municipal-type clients (it notes fund-of-fund and pension clients in its disclosures), and it produces formal performance reporting — including a full performance disclosure presentation available upon request. The firm also states a capacity policy to close to new clients at $350 million to preserve its focused, model-driven approach.
Client services
Expertise
Fee options
1.0% annually for Small Cap Value equity strategy; 0.25% annually for select clients purchasing no-load mutual funds
Account minimum: $500,000
Main office location
Tieton Capital Management
4700 Tieton Drive, Suite C
Yakima WA 98908-3480, United States
Number of offices
1
Most active in
Texas · Washington
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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