Placera Capital Management LLC
RIAState Registered
Total AUM
$35M
Discretionary
$35M
100% of AUM
Avg account
$778K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 296936
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals54.29%
- HNWI45.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Placera Capital Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm provides fee-based portfolio management primarily to individual and family clients and to small businesses, charging a percentage of assets under management. Its advisory activity centers on discretionary portfolio management rather than institutional or pension consulting work. Placera does not identify itself as an active ESG investor and is not structured as a multi-state or capital-allocating adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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