AF Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,506,000
Clients
26
38% 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
26
TypicalAverage account size
$519,462
About
AF Capital Management provides investment supervisory services, financial planning and retirement-plan advisory to individuals, trusts and business entities. As of December 31, 2025 the firm reported $13,506,000 in discretionary assets across 65 accounts for 26 clients, and it also offers hourly consultations (two‑hour minimum) and qualified retirement plan management and education.
The firm offers tiered account management plans from passive, buy‑and‑hold allocations with semi‑annual rebalancing to actively managed plans that employ tactical allocation changes; security selection uses fundamental, technical and cyclical analysis. Depending on the plan, portfolios may include individual stocks, bonds, ETFs, margin positions and a range of options strategies (covered calls, naked puts, spreads and LEAPS), with the most active plan noting frequent trading and many option positions using near‑term expirations.
AF Capital Management manages client assets on a discretionary basis and requires client consent for custodian choice, recommending Interactive Brokers and MoneyBlock — the latter specifically noted as an option for transferring loaded mutual funds without triggering taxable sales. The combination of a small client base, multiple clearly delineated active-to-passive plan options, routine use of options (including short option positions) and explicit 401(k) participant education services distinguishes its service mix from many peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Passive / index investing
Active portfolio management
Fee options
$0 - $500,000: Plan A: 1.25%, minimum $240 $500,000 - $1,000,000: Plan A: 0.90% $1,000,000 - >$1,000,000: Plan A: 0.50% $0 - $500,000: Plan B: 1.50%, minimum $500 $500,000 - $1,000,000: Plan B: 1.25% $1,000,000 - $5,000,000: Plan B: 1.00% $5,000,000+: Plan B: 0.75% $0 - $500,000: Plan C: 1.75%, minimum $750 $500,000 - $1,000,000: Plan C: 1.50% $1,000,000 - $5,000,000: Plan C: 1.00% $5,000,000+: Plan C: 0.75% $0 - $1,000,000: Plan D: 2.00%, minimum $1,000 $1,000,000 - $2,000,000: Plan D: 1.75% $2,000,000 - $5,000,000: Plan D: 1.50% $5,000,000+: Plan D: 1.00%
Hourly fee for consultations with a two-hour minimum.
Account minimum: $50,000 Minimum fee: Minimum annual fees range from $240 to $1,000 depending on the investment management plan chosen Fee-only: Hourly fee for consultations with a two-hour minimum; payment due upon delivery of written plan/advice.
Main office location
AF Capital Management, LLC
Marietta GA, United States
Number of offices
1
Most active in
AF Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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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