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, individually owned registered investment adviser focused on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with the option for hourly billing. According to available data the adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
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