INVESTMENT CAPITAL ADVISORS

Overview

Investment Capital Advisors is an independent RIA that focuses on serving individual and family clients with financial planning and discretionary portfolio management. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and operates under single-owner control. Its advisory work is centered on direct equity exposures and portfolio management for individuals and small business owners, with support relationships tied to an accountant and an insurance company. Investment preferences skew toward liquid, tradable securities — exchange-traded equities and ETFs make up the core of client portfolios. The firm is not positioned as an active ESG investor, nor does it present itself as a multi-state or pension consultant. Alternatives are part of the toolkit (see Investments & Alternatives), but the primary allocation emphasis is equity-centric, reflecting a preference for measurable, liquid exposure that can be managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices