Absolute Capital Management, LLC

RIASEC Registered
Total AUM
$812M
Discretionary
$802M
99% of AUM
Avg account
$301K
Accounts
2,697
Employees
14
Advisory reps
5

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
121484
Registered since
September 22, 2003
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals33.99%
  • HNWI33.08%
  • Investment Companies31.2%
  • Other1.26%
  • Pension & Profit Sharing Plans0.47%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Absolute Capital Management, LLC is an independent RIA organized as an LLC that provides discretionary portfolio management for individuals, small businesses and investment companies. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Absolute Capital Management is registered with the SEC; its SEC registration dates to 2003. Its stated advisory focus emphasizes managed equity exposures rather than ESG-focused strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 43%, Cash & Cash Equivalents 6%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds43%
  • Cash & Cash Equivalents6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 155

Active vs passive

$456M in ETFs

Passive

73%

$330M

Active

8%

$125M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$23.5M30,6935.16%

Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
101 Pennsylvania Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth