DEFINED CAPITAL LLC

Overview

Defined Capital LLC is an independent registered investment adviser operating as a limited liability company that focuses on serving individuals and family clients. The firm acts as a capital allocator: its core approach centers on liquid, equity-oriented portfolios supplemented by selected third‑party managers for non-core exposures. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and the selection of other advisers, which indicates the firm both manages assets directly and delegates to specialist managers when appropriate. Fee arrangements are flexible and include asset‑based fees, hourly charges, and fixed fees, aligning with a mix of ongoing advisory relationships and project work. Defined Capital does not market itself as an active ESG investor. The firm maintains a relatively concentrated operational footprint and focuses on managing portfolios within a limited geographic scope rather than a broad multistate practice.

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Public Holdings

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Location & Offices