Augusta Capital LLC

Overview

Augusta Capital LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individual and family clients, including small business owners. The firm runs an equity-first strategy: exchange-traded equities make up the bulk of client portfolios, and the team uses actively managed mutual funds and hedge funds as complementary exposures. Compensation is a percentage of assets under management, and the firm does not position itself as a pension consultant, capital allocator, or ESG-specialist. Custody is centralized with Charles Schwab & Co., Inc., which houses the firm’s client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices