Collabria Capital, Inc

Overview

Collabria Capital, Inc. is an independent registered investment adviser serving individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and charges a mix of percentage-of-AUM and fixed fees. Collabria Capital is not positioned as a capital allocator and does not present itself as a multi-state or pension consultant adviser. Investment activity skews toward liquid, equity-based strategies. Exchange-traded equities are the primary vehicle for exposure, and the firm uses separately managed accounts (SMAs) as a delivery mechanism. Collabria Capital manages most client relationships on a discretionary basis, which supports active portfolio adjustments and tax-management decisions. The firm does not identify as an active ESG investor. Custodial arrangements are concentrated at a single major custodian, which supports standard RIA operational and trading workflows tied to publicly traded securities and mutual funds.

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