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, SEC-registered registered investment adviser that serves individuals, families and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and publishes investment periodicals or newsletters. Its fee arrangement includes percentage-of-AUM billing along with other fee types. Attessa is not positioned as an ESG-focused allocator, does not operate as a multi-state adviser, and lists an accountant among its industry affiliations. The firm registered with the SEC in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 8
Julia 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 33Active vs passive
$264M in ETFs
100%
$263M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $70M | 93,729 | 26.47% |
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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