BEST CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$2M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
CUMMING, Georgia
CRD number
339392
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations79.5%
  • HNWI20.5%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Best Capital Management, LLC is a small, privately held advisory firm that provides portfolio management services targeted at businesses and institutional clients. The firm operates as a limited liability company under individual ownership and charges clients based on a percentage of assets under management with the possibility of performance-based fees for certain mandates. Its stated investment preference is equities—specifically exchange-traded instruments—and its activity is reported as discretionary portfolio management. Best Capital Management, LLC is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • EDWARD BEST

    Founder & Managing MemberCRD 2752388

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CUMMING, GA

FORSYTH

Location

CUMMING, GA

Headquartered in CUMMING, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FORSYTH
Address
6810 Brookleigh Overlook
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth