Networth Capital

Overview

Networth Capital is an independent registered investment adviser that focuses on serving individual and family clients. The firm is structured as a corporation with individual ownership and completed SEC registration in 2023. Its core advisory activities center on financial planning and discretionary portfolio management for individuals and small businesses. Networth Capital reports a clear tilt toward equities as the primary portfolio sleeve, and it offers a range of fee arrangements — percentage of AUM, hourly, fixed-fee and performance-based structures — enabling flexibility across client engagements. The adviser does not identify as an ESG-focused investor and is not positioned as a multi-state or pension consultant firm. It lists an industry affiliation with an insurance company, which may influence product distribution or access to insurance-based solutions for certain clients. Networth Capital does not market itself as a capital allocator; instead it deploys client assets across public markets and third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices