FREQUENCY CAPITAL ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Los Angeles, California
CRD number
147604
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Frequency Capital Advisors, LLC is a small, privately held advisory firm organized as an LLC that provides discretionary portfolio management for individual clients, small businesses, and institutional business clients. The firm charges either a percentage-of-assets fee or fixed fees, indicating it operates both traditional AUM-based relationships and flat-fee advisory arrangements. Public records show no emphasis on ESG strategies, and the adviser is not identified as a multi-state manager or a capital allocator to external alternative managers. The available profile suggests a conventional advisory focus built around pooled investment products rather than direct alternative asset oversight. Frequency Capital Advisors positions itself as a portfolio manager rather than a sponsor of proprietary investment products. That orientation, combined with the fee options, points to a model where the adviser constructs and monitors diversified holdings on behalf of clients, likely relying on third-party mutual fund vehicles and standard equity and fixed-income exposures to implement client strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ADEYEMI WINFUNKE

    Chief Executive OfficerCRD 4746506

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1801 Century Park E
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth