AC3 Capital

Overview

AC3 Capital operates as a small, independent registered investment adviser focused on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. Its stated investment preference is equities, with the firm favoring exchange-traded, liquid exposures and supplementing those positions with mutual funds and third‑party real estate allocations. AC3 Capital does not identify as an active ESG investor and is not structured as a multi-state adviser or capital allocator; the firm’s advisory activity is concentrated and delivered on a high-touch basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices