Capital Achievements, LLC

Overview

Capital Achievements, LLC is an independent Registered Investment Adviser serving individuals and families with a mix of financial planning and portfolio management services. The firm operates with a fee model that combines a percentage of assets under management with hourly charges, which aligns with a hybrid advice-and-implementation approach. Its advisory work centers on individual and small-business clients rather than institutional or pension consulting, and the firm is not positioned as a capital allocator or an ESG-focused manager. Investment activity shows a clear preference for pooled public vehicles: the bulk of client assets sit in public mutual funds rather than concentrated, single-stock exposures or bespoke alternative structures. The split between discretionary and non-discretionary assets suggests many relationships are advisory or consultative, where clients retain trading authority or prefer the firm to recommend but not execute full discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices