Amicus Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Amicus Advisors LLC provides investment management, investment consulting, financial planning, and pension consulting to individuals, families, trusts, retirement plans, foundations, charitable organizations, businesses, and other institutional investors. Its services include discretionary and non‑discretionary portfolio management, investment policy and governance support, manager research and oversight, and tailored financial planning engagements.
The firm frames client portfolios as integrated investment programs and develops individualized recommendations based on objectives, risk tolerance, liquidity needs, tax considerations, and other constraints. It uses a mix of fundamental, quantitative, macroeconomic analysis, and due diligence across public and private markets, and offers differentiated portfolio management for complex asset structures that require intensive risk monitoring and liquidity management.
Noteworthy for a firm of its type, Amicus explicitly offers pension consulting and formal financial planning, provides portfolio management for both individual and institutional clients, and may bill on an hourly basis for certain consulting and planning assignments—features that are relatively uncommon among peer firms. The firm also may enter performance‑based arrangements where permitted by law and does not serve as a private fund adviser, emphasizing customized consulting and fiduciary support for institutional clients.
Client services
Expertise
Fee options
$0+: 0.20%–2.50% annually of AUM for Portfolio Management (Standard Fee: 2% annually) $0+: 0.10%–1.00% annually of AUM for Pension Consulting (Standard Fee: 0.50% annually)
$120 - $500 per hour, standard $350 per hour
15% - 25% of gains or capital appreciation, where permitted by law, charged in addition to asset-based or hourly fees; subject to client eligibility and negotiated terms
Fee-only: Hourly fees from $120 to $500 per hour, standard $350 per hour for Financial Planning, Investment Consulting, Pension Consulting, and Portfolio Management
Main office
1604 Spring Hill Rd, Fl 2
Vienna VA 22182
Advisors at this office
1
Most active in
Virginia
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.
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