FOUR QUARTERS CAPITAL

Overview

Four Quarters Capital operates as a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client focus is individuals and families (including small businesses for advisory work), with services centered on financial planning and discretionary portfolio management. Investment activity is clearly equity-oriented: the firm’s allocation preference is exchange‑traded equities, implemented primarily through separately managed account structures. Fee options include a percentage of assets under management, hourly billing, and fixed fees, so clients can engage on a traditional AUM basis or for project-based planning work. Four Quarters Capital is not positioned as an ESG- or pension-focused consultant and is not a multi-state adviser. The firm lists an affiliation with an insurance company, which suggests coordination of insurance-based planning or products alongside investment advice when appropriate.

Assets & Accounts

Public Holdings

Location & Offices