Asbury Capital

Overview

Asbury Capital operates as a small, independent registered investment adviser focused on individuals and families, delivering financial planning and portfolio management for smaller client relationships. The firm favors equity-centric allocations and identifies as an active ESG investor, which suggests it integrates environmental, social and governance criteria into security selection or uses ESG-screened products. Investment engagement appears hands-on at the account level: Asbury Capital offers discretionary management alongside non-discretionary arrangements and uses a mix of fee structures — percentage of assets under management, hourly billing and fixed fees — to suit different client needs. Portfolios emphasize liquid, exchange-traded exposures rather than complex illiquid structures. The firm’s modest scale points to personalized service and direct portfolio oversight rather than large-scale institutional product sourcing. Given the client base and custody choice, strategy execution is likely routed through standard retail/registered channels (ETFs, mutual funds and individual equities) with ESG overlays where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices