C. MICHAEL AMIN, LLC

Overview

C. Michael Amin, LLC is a small, owner-operated advisory firm focused on individualized portfolio management for individuals and small businesses. The firm operates on a discretionary basis and favors equity-centric allocations, relying heavily on exchange-traded securities for core exposure. The business combines portfolio management with client education: the adviser publishes periodicals or newsletters and runs seminars and workshops as part of its client-facing activities. Compensation is primarily a percentage of assets under management, with the capacity to charge performance-based fees for certain engagements. Investment activity is compact and active: custody with Interactive Brokers Corp. and a heavy allocation to exchange-traded equities point to a manager that implements trades directly in public markets, likely using ETFs for broad market exposures and individual stocks for concentrated or tactical positions. The firm does not identify itself as an active ESG investor and is not structured as a multi-state adviser or a formal capital allocator.

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