COUILLARD CAPITAL LLC

Overview

Couillard Capital LLC is a small independent registered investment advisor focused on serving individual and family clients. The firm provides fee-based financial planning, portfolio management for individuals and small businesses, and pension consulting. Its stated business model uses a mix of percentage-of-AUM, hourly and fixed-fee arrangements, which suggests flexibility for smaller engagements and project work as well as ongoing advisory relationships. Investment activity centers on public equity exposure delivered through exchange-traded instruments. The adviser reports an equity preference and uses exchange-traded equities and ETFs as the primary vehicle for building client portfolios. The firm is not identified as an active ESG investor and does not report multi-state adviser status. Couillard Capital also maintains an industry affiliation with an insurance company, which may inform some product or risk-management choices for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices