1015 Capital Partners, LLC

Overview

1015 Capital Partners, LLC is an independent SEC-registered investment adviser that serves individual and family clients with fee-based planning and portfolio management. The firm reports a mix of percentage-of-AUM and fixed-fee billing, and lists financial planning and discretionary portfolio management for individuals, small businesses and institutions among its primary advisory activities. It identifies itself as an active ESG investor and is organized as a limited liability company owned by an individual. The adviser is not positioned as a capital allocator to third-party managers; instead its registered activities emphasize client-facing planning and portfolio implementation. The firm began SEC registration in 2024 and does not list multi-state registration or pension consulting as part of its service set.

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Location & Offices