YOUR CAPITAL FINANCIAL, LLC

Overview

Your Capital Financial, LLC is an independent registered investment adviser operating as a client-facing wealth manager for individuals, families and select institutional clients. The firm runs a fee model that mixes percentage-of-AUM billing with fixed-fee engagements and provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios and allocates to third‑party alternative managers where appropriate. Portfolio construction emphasizes discretionary management—the vast majority of client assets are managed with authority to implement allocations—while planning and bespoke engagements allow for fixed‑fee advisory relationships. The firm’s client base and service set suggest a focus on personalized advice and implementation across both retail and small institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices