COLLABORATIVE CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2025

Total AUM

$388M

Discretionary

$237M

61% of AUM

Avg account

$9.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 337588
Registered since: August 21, 2025
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI98.47%
Pooled Investment Vehicles1.29%
Individuals0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Collaborative Capital Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC and listed with an SEC registration year of 2025. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of third-party managers. The firm operates with a blended fee model that includes both a percentage-of-AUM charge and performance-based fees, and it acts in sponsor/GP and managing-member roles for pooled investment vehicles. Collaborative Capital does not list itself as an active ESG investor and is not set up as a multistate adviser. The firm identifies as a capital allocator, which aligns with its use of third-party alternative managers and its sponsorship/management roles in pooled funds.