Unlimited Capital Advisors LLC

Overview

Unlimited Capital Advisors LLC is a small, independent registered investment adviser that concentrates on liquid, equity-focused portfolios for individuals and families. The firm provides financial planning and portfolio management services for individual and small business clients, and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its reported asset mix shows a clear tilt toward exchange-traded equities and ETFs as the primary building blocks of client portfolios, with a complementary allocation to third-party real estate funds for alternative exposure. The adviser operates with a limited number of client relationships and appears to favor separately managed account structures and custodial relationships that support active traded equity strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices