ADVANCED CAPITAL ADVISORS, LLC

Overview

Advanced Capital Advisors, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a limited liability company with an individual owner and combines advisory services with accounting-related activity. Its investment posture favors public-market equities, using exchange-traded instruments as the primary allocation vehicle. Fee arrangements include a percentage of assets under management and hourly billing, indicating a mix of ongoing portfolio management and project-based planning work. The firm does not present itself as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices