ALTERNATIVE CAPITALIS, LLC
Firm details
- Headquarters
- WRENTHAM, Massachusetts
- CRD number
- 282775
- Website
- www.altcapitalis.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.14%
- Individuals23.08%
- Pension & Profit Sharing Plans1.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Alternative Capitalis, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation comes through a mix of asset-based fees, hourly billing, and fixed-fee engagements. The firm does not market itself as an ESG-focused manager and does not act as a separate capital allocator to outside managers.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
2 of 2ROBERT MCCARTHY
Investment Adviser RepresentativeCRD 4346871
DUSTIN LATHAM
FounderCRD 5836494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WRENTHAM, MA
NORFOLK
Location
WRENTHAM, MA
Headquartered in WRENTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 46 South St
- Time zone
- ET (UTC-5)
- Office locations
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