A complete list of active advisors currently associated with Attessa Capital LLC

Warmer can help you find a great advisor at Attessa Capital LLC or one who fits your needs even better.

Attessa Capital LLC provides discretionary portfolio management and complimentary financial planning to individual and high‑net‑worth clients. The firm reports managing about $343.5 million across roughly 241 client relationships and charges asset‑based fees for ongoing portfolio management. The firm documents client goals and risk tolerances in an Investment Policy Statement and typically exercises discretionary trading authority to implement strategies. Investment analysis combines cyclical, fundamental, quantitative and technical approaches, and strategies may include long‑ and short‑term trading, short sales and the use of margin and borrowing in client accounts. Noteworthy features disclosed in the brochure include a weekly, non‑transactional email titled “weekly thoughts” distributed to clients and a principal who also provides accounting services outside the firm, which the firm identifies as a potential conflict of interest. Attessa also has an arrangement with a private fund sponsor (Citizen Mint Advisors LLC) under which it shares management rights and may receive carried interest, and the firm states it will waive advisory fees on client assets invested in that private fund to mitigate duplicative fees.

To learn more about the advisors currently working at Attessa Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.