Caritas Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Caritas provides discretionary investment supervisory services and individual portfolio management to a mix of private and institutional clients. Its stated client types include individuals as well as charitable organizations, corporate non‑profits and for‑profits, college and university endowments, and public pension plans.
The firm emphasizes low‑cost, index‑oriented implementation using low‑expense ETFs and Schwab Institutional custody and reporting, with accounts monitored continuously and reviewed at least quarterly. Tactical elements described in the brochure include covered‑call option writing to moderate downside risk and a blend of quantitative, fundamental and technical analysis within an asset‑allocation framework.
What distinguishes the firm from many small independent advisers is the principal’s licensure and affiliation with a real‑estate broker, a relationship the firm discloses and manages through written conflict‑of‑interest procedures. It is also uncommon for a solo adviser of this size to expressly manage institutional and pension‑type accounts alongside individual and charitable clients.
Client services
Expertise
Fee options
$500,000 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,000+: 0.25%
Account minimum: $500,000 Fee-only: Annual fees based on asset tiers ranging from 1.00% to 0.25%
Main office
50 California Street, 15th Floor
San Francisco CA 94111
Advisors at this office
1
Most active in
California
Also doing business as
Caritas Advisors · Caritas Investment Advisors LLC · Cia, 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 active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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