Awoye Capital, LLC

Overview

Awoye Capital, LLC is a small, independent registered investment adviser that combines traditional financial planning and portfolio management with insurance brokerage services. The firm serves individual and family clients and small businesses, delivering fee-based advice through a mix of percentage-of-AUM and fixed-fee engagements. Its advisory work covers financial planning, ongoing portfolio management, pension consulting and client education through seminars or workshops. Investment activity is concentrated in pooled public vehicles rather than direct stock-picking. The firm favors mutual funds and similar public funds as the primary building blocks for client portfolios, while allocating select capital to real estate through third-party managers. Awoye Capital does not position itself as an ESG-focused adviser and it is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices