Counterstrike Capital

Overview

Counterstrike Capital is a small, independent registered investment adviser operating as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and also provides trust-company services, indicating it can support custody, fiduciary or estate-related needs beyond standard advisory work. Counterstrike Capital is not positioned as a capital allocator or a pension consultant; its client base is primarily individual and family relationships. The firm reports a clear preference for equities, using exchange-traded instruments as the primary building blocks of client portfolios, and does not emphasize ESG investing.

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Public Holdings

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Location & Offices