8020 Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 317717
- Website
- 8020.capital
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
8020 Capital LLC is an independent RIA that focuses on wealth management for individuals and families, with core services in financial planning and portfolio management for individuals and small businesses. The firm runs fee-based relationships charged as a percentage of assets under management and operates as an owner-led limited liability company. Investment stance is equity‑centric: the manager preference is to allocate the bulk of client capital to exchange‑traded equities and related ETF exposures, supplemented by third‑party mutual funds and selected alternative allocations. The firm does not position itself as an ESG investor and is not structured as a multi‑state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- US Government Bonds17%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Thomas Carlson
Founder & Portfolio ManagerCRD 2458711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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