Lowercase Capital, LLC

Overview

Lowercase Capital, LLC is a small, fee-based investment adviser focused on serving individual and family clients and small businesses. The firm provides portfolio management and produces periodicals or newsletters as part of its advisory offering. Investment activity is centered on public markets, with a clear preference for equities — primarily exchange-traded stocks and ETFs. The adviser charges a mix of percentage-of-AUM fees, hourly billing, and subscription fees, which suits clients with modest, bespoke needs rather than institutional mandates. Lowercase Capital is not positioned as an ESG-focused manager and does not report multi-state advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices