LANDCASTED CAPITAL MANAGEMENT LLC

Overview

Landcasted Capital Management LLC is an independent registered investment adviser organized as an LLC that focuses on fee-based financial planning and portfolio management for individuals, families and small businesses. The firm acts as a capital allocator and provides both discretionary and non-discretionary services, with the current assets reported as non-discretionary. Advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of other advisers. The firm identifies as an active ESG investor, suggesting environmental, social and governance factors are integrated into its security selection and portfolio construction when appropriate. Fee arrangements combine a percentage-of-AUM component with fixed fees. As an independent RIA, Landcasted places emphasis on exchange-traded equities and uses third-party managers or funds when selecting specialized exposure. The firm’s client base is focused on individual and family relationships rather than institutional retirement plans or pension consulting.

Assets & Accounts

Public Holdings

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Location & Offices