Bespoke Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bespoke Capital Advisors provides discretionary asset management and standalone financial planning to individuals (emphasizing high‑net‑worth clients), trusts, small businesses and estates. The firm’s brochure describes ongoing portfolio management services that include investment selection, asset allocation, monitoring and written financial plans delivered upon completion.
The firm’s investment approach draws on multiple analysis methods — including fundamental, technical, charting, cyclical analysis and modern portfolio theory — and its disclosures in Item 8 include a dedicated section on options trading and the risks of derivative strategies. Bespoke manages accounts on a discretionary basis, conducts quarterly account reviews, and directs custody through Schwab while acknowledging receipt of certain custodial services and soft‑dollar benefits.
What is distinctive about Bespoke relative to many peers is the firm’s disclosure of derivative use (Item 8) and the firm‑level practices around transfers and custody (Item 15 notes the use of third‑party standing letters of authorization), which are less common among independent advisors of this size. The brochure also indicates the firm’s client base is narrowly focused on higher‑net‑worth and institutional‑style clients rather than mass‑market individual investors.
Client services
Expertise
Fee options
$0 - $199,999: 1.50% $200,000 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.15% $5,000,000+: 1.05%
$250 per hour for financial planning
Account minimum: $150,000
Main office
10020 Monroe Road, Suite 248
Charlotte NC 28270
Advisors at this office
1
Most active in
North Carolina
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.
Forms ADV
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