Single A Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 286547
- Website
- singleacapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Single A Capital, LLC is a small, advisor-run wealth manager that focuses on discretionary portfolio management for individuals and families, including small-business owners. The firm runs a concentrated, equity-first approach: nearly all managed assets are held in exchange-traded equities, indicating a preference for liquid, listed stocks and ETFs rather than broad allocations to cash or traditional mutual funds. Compensation includes both a percentage-of-assets fee and performance-based fees, which typically aligns the adviser with more active, return-seeking mandates. The firm does not present itself as an ESG specialist, multi-state adviser, pension consultant, or family office. Its client base is primarily individuals and families rather than institutional or retirement-plan sponsors. Custody and execution appear to be routed through a brokerage-first platform, which supports an active trading style and access to a wide range of exchange-listed instruments.
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 Equities100%
Contacts
1 of 1Ajay Jani
Managing PartnerCRD 2023561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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