Acsb Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 131651
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI79.46%
- Individuals20.54%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Acsb Capital Management, LLC is a small, owner-operated investment adviser organized as an LLC that serves individual and family clients. The firm acts primarily as a capital allocator and adviser rather than a discretionary portfolio manager: its filings show the firm manages client assets on a non‑discretionary basis and provides portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting. Fee billing is a mix of percentage of assets under management and hourly charges. Investment activity centers on public mutual funds as the primary vehicle for client exposure, supplemented by allocations to external alternative managers across hedge funds, real estate, commodities and oil & gas. The firm is not an active ESG investor and is not structured as a multi‑state or affiliated adviser network; its operating footprint and staffing appear focused and boutique in scale.
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
- Public Funds/Mutual Funds48%
- Cash & Cash Equivalents28%
- Exchange Traded Equities22%
- Derivatives2%
Owners & executives
1 of 1
Julito Francis
Chief Investment OfficerCRD 4606624
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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