ANALOG CAPITAL PARTNERS LLC

Overview

Analog Capital Partners LLC is an independent registered investment adviser that focuses on serving individuals and family clients with personalized financial planning and portfolio management. The firm operates on an owner-managed model and combines AUM-based and fixed-fee billing, suggesting a mix of ongoing advisory relationships and project-based planning work. Analog Capital Partners leans heavily on pooled public funds as the backbone of client portfolios, using those vehicles to deliver diversified equity and fixed income exposure while reserving bespoke allocations for specific client needs. The firm does not position itself as an active ESG investor and is classified as a single-state adviser for regulatory purposes. Its advisory scope centers on individual and small-business clients rather than institutional pension consulting or broad multi-state coverage. Analog Capital Partners works with accountants as an industry affiliate, which points to an emphasis on tax-aware planning and coordination with client tax professionals.

Assets & Accounts

Public Holdings

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Location & Offices