BESPOKE CAPITAL ADVISORS, INC.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 331647
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bespoke Capital Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its billing model combines a percentage-of-assets-under-management fee with the option for hourly charges. The firm does not identify as an ESG-focused investor, is not positioned as a capital allocator to external managers, and does not operate as a pension consultant or a multi-state adviser in the information provided.
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
- Exchange Traded Equities58%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents13%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1Andrew Barker
Principal Executive OfficerCRD 7915835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 10020 Monroe Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PRODEO ASSET MANAGEMENT, LLP
RIACharlotte, NC
HAVEN CAPITAL ADVISORS, LLC
RIACharlotte, NC
FEDWAY FINANCIAL LLC
RIACharlotte, NC
GREY PRIVATE CAPITAL
RIACharlotte, NC
LINKSIDE FINANCIAL LLC
RIACharlotte, NC
LEEP ASSET MANAGEMENT, LLC
RIACharlotte, NC