PHILIPP CAPITAL ADVISORS

Overview

Philipp Capital Advisors is a small, independent registered investment adviser organized as an LLC that serves individual and family clients, with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm structures fees flexibly — charging a percentage of assets under management, hourly fees, or fixed fees depending on client engagement — and tends to build portfolios around pooled public funds rather than concentrated individual-stock bets. Their client base and service set suggest a traditional private wealth advisor model: comprehensive planning paired with third-party fund selections for core equity and fixed-income exposure. The firm’s advisory activity also shows ties to the legal sector through an industry affiliation with a law firm, which may indicate a client pipeline or referral relationship with attorneys. Philipp Capital Advisors is not positioned as an ESG specialist, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices