Asbury Capital

Asbury Capital is a small, fee-only independent advisory firm that serves individual clients with investment management, ongoing and project-based financial planning, and occasional educational seminars. The firm oversees a very limited number of client accounts with total assets under management in the low millions, and provides both discretionary and non-discretionary portfolio services.

The firm develops individualized investment policies and implements portfolios using a blend of passive and active strategies, modern portfolio theory, and a range of analytical techniques including fundamental, technical, cyclical, and charting analysis; it may also engage third‑party outside managers. Portfolios can be tailored for tax considerations and for clients who request socially responsible investing options, and accounts are reviewed periodically.

Noteworthy aspects include a service and pricing arrangement that combines a recurring planning fee with a reduced asset-based management component to broaden access for clients with lower investable assets until those assets rise above a higher threshold. The brochure also discloses the firm’s use of leveraged and inverse ETFs and that the firm’s principal maintains a significant outside sales role with a financial-technology vendor, items that are uncommon for a firm of this size.