AF Capital Management, LLC

Overview

AF Capital Management, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individual and family clients, including small business owners. The firm’s practice is equity-oriented: filings show a clear preference for exchange-traded equities and ETFs as the primary building blocks of client portfolios. Fee arrangements combine a percentage-of-assets model with hourly charges for planning work, and advisory activity centers on customized portfolio construction and ongoing wealth management rather than institutional or pension consulting. Portfolios appear to be managed on a discretionary basis, with the adviser assembling equity-heavy allocations and supplementing them with pooled mutual fund exposures where appropriate. The firm does not present itself as an active ESG investor and does not list pension consulting or multi-state adviser activity as core services.

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Public Holdings

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Location & Offices