Aktive Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AKTive Capital Management, LLC serves individuals, high‑net‑worth individuals, charitable organizations and business entities with ongoing portfolio management and a standalone mutual fund guidance service for retirement and non‑retirement accounts. The firm creates an Investment Policy Statement for each client and provides discretionary portfolio management tailored to clients’ goals, time horizons, and documented risk tolerances.
The firm’s investment approach combines charting, fundamental, technical and cyclical analysis with modern portfolio theory, and implements strategies across long‑ and short‑term trading. ACML employs active techniques including short sales and options (covered, uncovered and spread strategies) alongside traditional equity, fixed income, ETF and real‑asset allocations, and typically seeks discretionary authority to execute trades.
Compared with many small independent advisers, ACML’s use of derivatives and short‑selling within separately managed accounts is an uncommon practice among peers. The firm manages client assets internally rather than selecting third‑party managers, requires clients to custody with a specific broker‑dealer, and offers a one‑time mutual fund review service in addition to ongoing management.
Client services
Expertise
Fee options
$500 one-time flat fee for mutual fund guidance strategy
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Account minimum: $50,000 (may be waived at firm's discretion) Fee-only: Asset-based fees on AUM as per tiered schedule; no commissions or performance fees
Main office
Redondo Beach CA
Advisors at this office
1
Most active in
California
Disclosures
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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.
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