ATTICUS CAPITAL ADVISORS LLC

RIASEC Registered
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$452K
Accounts
228
Employees
1
Advisory reps
1

Firm details

Headquarters
Charlotte, North Carolina
CRD number
288009
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI77.55%
  • Individuals22.43%
  • Corporations / Businesses0.03%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Atticus Capital Advisors LLC is a small, fee-based advisory firm that manages portfolios for individuals and families, including small business owners. The firm runs a discretionary portfolio management model and allocates capital mainly to liquid, publicly traded vehicles rather than complex private strategies. Its investment approach emphasizes pooled public funds and fixed income instruments, with portfolio construction geared toward traditional diversification and risk management for private clients rather than institutional-style mandate work. The firm’s client base and fee model — percentage of assets under management — point to a conventional RIA relationship: ongoing advisory oversight, rebalancing and income management for taxable and retirement accounts. Atticus Capital Advisors LLC does not position itself as an ESG specialist, pension consultant or multi-state adviser; instead its activity centers on personalized portfolio management for individual and family households.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 43%, Cash & Cash Equivalents 4%, US Government Bonds 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities43%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Owners & executives

1 of 1
  • ROBERT COLEY

    President and Chief Investment OfficerCRD 4749533

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
828 East Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth