Awoye Capital, LLC

The firm serves individuals, high‑net‑worth individuals, trusts, estates and business entities with discretionary asset management, one‑time and ongoing financial planning, business and cash‑flow consulting, and ERISA retirement‑plan services. It also provides public seminars and workshops and operates a financial‑literacy e‑course and related educational content as part of its advisory offering.

Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with asset allocation, security selection and ongoing monitoring performed on a discretionary basis and periodic (typically quarterly) reviews to consider rebalancing and tax opportunities. The firm’s stated methods include fundamental, technical and cyclical analysis and its strategies may include long‑ and short‑term positions, options trading, margin and the use of derivatives in separately managed accounts.

What distinguishes this small, single‑advisor firm is the combination of services and license activities that are less common among peers: it offers limited‑scope ERISA 3(21) pension consulting, the advisor is also a licensed insurance agent and registered representative who offers insurance and brokerage products for separate compensation, and the firm actively runs educational seminars and a paid financial‑literacy course. These outside business activities and the use of derivatives in managed accounts are disclosed in the brochure and are managed through the firm’s fiduciary policies, code of ethics and client disclosures.