Sulzberger Capital Advisors, Inc.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 174673
- Registered since
- June 12, 2026
- Website
- www.sulzbergercapital.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.2%
- Individuals9.37%
- Pension & Profit Sharing Plans0.85%
- Corporations / Businesses0.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sulzberger Capital Advisors, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm completed SEC registration in 2026 and bills clients on a percentage-of-AUM basis. Its client mix includes individuals and families as well as institutional relationships. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not a capital allocator and is not identified as an active ESG investor.
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 Equities65%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents6%
- Other3%
- US Government Bonds1%
Contacts
2 of 2
Eugene Sulzberger
PresidentCRD 4852526
Cody Shoop
Investment OfficerCRD 7853781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$63.1M in ETFs
70%
$44M
18%
$19.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $19M | 172,589 | 30.18% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 4500 Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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