Advent Capital Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 323372
- Website
- adventcapitalstrategies.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Advent Capital Strategies, LLC operates as a small, individually owned registered investment adviser focused on individual and family clients. The firm’s stated advisory activities emphasize portfolio management for individuals and small businesses and include pension consulting services. Its fee arrangements combine a percentage of assets under management with the option of fixed fees. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities75%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds10%
Contacts
1 of 1
Jeremy Despain
Founder & Financial AdvisorCRD 4529236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
BDL Wealth Management Pllc
RIABillings, MT
Trident Wealth Management, LLC
RIAScottsdale, AZ
Wrenn House Investments LLC
RIAWinston Salem, NC