SERENITY CAPITAL ADVISORS INC.

Overview

Serenity Capital Advisors Inc. is an independent registered investment adviser that runs equity-first portfolios for individual, family and small-business clients while also serving some institutional accounts. The firm charges fees as a percentage of assets under management and emphasizes portfolio management and financial planning as its core services. Investment activity is heavily weighted to exchange-traded equities, and the manager appears to implement equity exposure primarily through exchange-listed vehicles held at a major custodian. The firm is not positioned as an ESG-focused allocator and does not describe itself as a multi-state or pension consultant adviser. Its ownership structure is individual-owned and the practice centers on discretionary portfolio management for a limited number of clients, suggesting a boutique operating model with direct adviser-client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices