FIVE FACTOR CAPITAL ADVISORS

Overview

Five Factor Capital Advisors is an independent, individually owned RIA organized as an LLC that focuses on fee-based wealth management for individuals, families and small institutions. The firm provides financial planning and portfolio management specifically geared to individuals and small businesses, and it operates largely on a percentage-of-AUM fee model. Investment activity is centered on pooled public funds and managed accounts rather than concentrated single-stock positions. The adviser is not positioned as a capital allocator or pension consultant and does not market itself as an active ESG investor. Engagements appear to be predominantly non‑discretionary, which suggests the firm emphasizes client-directed account relationships and ongoing advisory oversight rather than full portfolio control.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices