SURYA CAPITAL, LLC

Overview

Surya Capital, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and concentrates on liquid, equity-centered portfolios while supplementing those exposures with third‑party alternative strategies and insurance products where appropriate. Its business profile also includes accounting services, which suggests integration of tax-aware planning into investment decisions for its client base. Investment activity centers on discretionary management: all reported assets are managed on a discretionary basis. The firm prefers exchange-traded equities for core market exposure, using them as the primary building blocks of client portfolios. Where diversification or client-specific objectives require it, Surya Capital brings in external managers for alternatives and uses mutual funds and annuities to address income, tax-deferral or risk-management needs. The adviser does not identify as an active ESG investor and does not operate as a multi-state registered adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices