MAGNA VIS CAPITAL

Overview

Magna Vis Capital is a small, independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, and also serves institutional clients in a limited capacity. Fee arrangements include a percent-of-assets model alongside hourly billing and the ability to charge performance-based fees, which suggests flexibility in tailoring engagement structures to client needs. On the investment side, Magna Vis Capital favors pooled public funds as the core building block of client portfolios. The adviser operates as a single-state, non-ESG-focused practice with discretionary authority over reported client assets. Given its size and client count, the firm appears to run concentrated, straightforward portfolios rather than broad institutional platform mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices