A
Acosta Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$745,000
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$149,000
About
Acosta Capital Advisors is a newly formed investment advisory firm that offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The brochure describes tailored investment policy statements and discretionary portfolio management alongside one-time financial planning engagements.
The firm’s stated investment approach combines multiple methods of analysis — including fundamental, technical, quantitative, charting, and cyclical analysis — and employs long-term trading as well as options strategies and a range of instruments such as mutual funds, ETFs (including precious-metal ETFs), REITs, private placements, commodities, TIPS, and non‑U.S. securities. ACA says it tailors portfolios by assessing clients’ cash flow, tax exposure, real estate and business interests, and behavioral tendencies in addition to conventional risk‑tolerance measures.
Distinctive operational features include that the firm is in start-up phase and currently reports no assets under management or clients, which may affect implementation and scale. The brochure also notes the firm requires use of Schwab Institutional (and may receive related soft-dollar services), does not aggregate client trades into block orders, and discloses that the principal’s outside mortgage‑origination activity could create conflicts of interest.
Client services
Financial planning
Portfolio management
Bookkeeping/financial document preparation
Bookkeeping/financial document preparation
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$250 to $10,000 fixed rate for financial planning
$25,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $25,000
Main office location
Acosta Capital Advisors
Hollywood FL, United States
Number of offices
1
Most active in
Acosta Capital Advisors has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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