ATTESSA CAPITAL LLC
Firm details
- Headquarters
- TUCSON, Arizona
- CRD number
- 306827
- Registered since
- February 2, 2024
- Website
- bgkcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI81.9%
- Individuals15.68%
- Corporations / Businesses1.79%
- Charitable Organizations0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Attessa Capital LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management plus other fee arrangements. Its advisory services list financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Attessa does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. The firm appears structured to provide fee-based wealth management alongside periodic client communications.
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 Funds89%
- Private Funds4%
- US Government Bonds3%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 8Julia Rogan
AnalystCRD 7775216
JAMES GOOD
PartnerCRD 6612231
CHRISTOPHER CAMPISANO
Managing DirectorCRD 1048160
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$218M in ETFs
100%
$217M
0%
$653K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $57.4M | 88,201 | 26.34% |
Location
TUCSON, AZ
PIMA
Location
TUCSON, AZ
Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- PIMA
- Address
- 3900 E Via Palomita
- Time zone
- MT (UTC-7)
- Office locations
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