Astrelle Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Astrelle Capital LLC serves individuals, households, retirement accounts, trusts, and simple closely held entities, offering ongoing portfolio management alongside standalone financial and investment planning engagements. Planning work is delivered on a fee-for-service basis and focuses on portfolio and allocation review, equity compensation and concentrated-position strategy, retirement-account positioning, and cash and account-structure analysis.
The firm emphasizes strategic asset allocation, long-term compounding, tax-aware implementation, and disciplined risk controls, generally implementing portfolios through exchange-traded funds with selective use of mutual funds, individual equities, fixed income, and cash equivalents. Where suitable and subject to client restrictions, Astrelle may use a limited, defined-risk options sleeve—primarily covered calls and small, long-dated call purchases—and does not employ uncovered options, leverage, private placements, or direct cryptocurrency trading.
Noteworthy features include the availability of standalone planning billed via fixed project fees or hourly consulting separate from asset-based management, and a stated practice of crediting planning work toward a subsequent management engagement in certain cases. At launch the firm reports no regulatory assets under management, does not sponsor private funds, does not assume proxy-voting authority as standard, and generally operates on a discretionary mandate by default.
Client services
Expertise
Fee options
Standalone planning fees range from $750 to $2,500 flat per service
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000+: 0.70%
$200/hour (one-hour minimum)
Account minimum: $100,000 Minimum fee: Minimum annual fee of $2,000
Main office
Raleigh NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Astrelle Capital · Astrelle Capital LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)