ALSWORTH CAPITAL MANAGEMENT, LLC

Overview

Alsworth Capital Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2018. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements combine a percentage-of-AUM model with hourly billing for planning or advisory work. Investment activity shows a clear equity tilt: the firm favors exchange-traded equities as its primary vehicle and runs fully discretionary mandates. It is not an active ESG investor and does not present itself as a multi-state adviser. Alsworth Capital does not operate as a capital allocator to external private managers in a broad sense, but it does employ third-party alternatives where appropriate.

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Location & Offices