Appalaches Capital, LLC

Overview

Appalaches Capital, LLC is a small, individual-owned advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm shows a clear preference for exchange-traded instruments, running client portfolios concentrated in equities and ETFs rather than fixed income or cash-heavy allocations. Fee arrangements include both a percentage-of-AUM component and fixed fees, and the firm does not position itself as an ESG-focused manager. Investment activity centers on separately managed-style allocations executed through exchange-traded vehicles, suggesting a lean operational model that favors liquid, market-traded securities and scalable portfolio implementation. The adviser is not a multi-state or pension consultant and does not act as a capital allocator to external funds.

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Public Holdings

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Location & Offices