Acanto, LLC

Overview

Acanto, LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning and discretionary portfolio management. The firm charges a combination of percentage-of-AUM, hourly, and fixed fees, and focuses its manager activity and portfolio construction around publicly traded equities. Its advisory services explicitly cover financial planning and portfolio management for both individual/small business clients and for business or institutional clients. Investment positioning favors liquid equity exposure: exchange-traded equities and ETFs represent the dominant allocation across client accounts. Acanto does not position itself as an ESG-focused manager and operates from a single-office footprint rather than a multi-state advisory platform. The firm does not act as a capital allocator in the sense of running proprietary private funds; instead it relies on third-party managers where it elects to use alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices