8020 Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
8020 Capital Management LLC is a newly registered, fee‑only investment adviser that offers wealth management and discretionary portfolio management for individuals and high‑net‑worth clients. The firm provides both ongoing financial planning as part of wealth management and standalone, project‑based financial planning engagements.
The firm’s investment approach is asset‑allocation driven, using Modern Portfolio Theory and a mix of passive and active strategies to construct portfolios primarily from stocks, bonds, mutual funds, and ETFs; it may gain exposure to digital assets through publicly traded vehicles rather than holding cryptocurrencies directly. Clients typically grant the firm limited discretionary trading authority and receive periodic account reviews and reports from custodians.
Compared with many other advisers in its category, 8020 is notable for offering integrated financial planning plus one‑time project plans billed as fixed fees (typically $5,000–$10,000) and for explicitly operating as a fee‑only adviser that does not accept commissions or performance‑based fees. The firm currently reports no assets under management or active registered advisors, requires clients to custody assets at a recommended institutional platform, and does not serve as a private fund adviser.
Client services
Expertise
Fee options
$1,000,000 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $8,000,000: 0.40% $8,000,001+: 0.20%
Account minimum: $1,000,000 Fee-only: Fixed fee range of $5,000 to $10,000 for project-based financial planning
Main office
100 La Pata, Suite 200
San Clemente CA 92673
Advisors at this office
1
Most active in
California
Also doing business as
8020 Capital Management · 8020 Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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