Aetolia Capital LLC

Overview

Aetolia Capital LLC is a small, fee-based wealth adviser focused on managing portfolios for individuals and small businesses. The firm allocates the bulk of client capital to publicly traded equities, using exchange-traded instruments as the primary vehicle for portfolio construction. Its advisory mandate is discretionary portfolio management, and the firm charges a percentage of assets under management. The business is organized as a single-owner limited liability company and does not present itself as a multi-state or pension consultant adviser. Aetolia Capital is not positioned as an ESG-focused manager. The custodian choice and asset mix indicate an equity-centric, liquid approach to client portfolios rather than a locked-up private markets strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices