Data Analytics Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Data Analytics Capital LLC provides discretionary asset management and financial planning and consulting primarily for individuals and high-net-worth clients. The firm offers portfolio management for individual accounts and delivers comprehensive financial plans addressing goals, cash flow, retirement strategy, tax considerations, and estate preservation.
The firm’s investment process blends fundamental and technical (momentum) analysis with machine learning models that aim to predict near-term returns and select securities based on backtested model performance while avoiding forward-looking data leakage. Portfolios may include long- and short-term positions and options strategies, and accounts are generally managed on a discretionary basis in line with each client’s documented objectives.
Noteworthy aspects include the firm’s use of fixed fees for financial planning alongside discretionary portfolio management and available performance-based arrangements for qualifying clients, a combination that is uncommon among its peers. The principal maintains a substantial university teaching role and emphasizes an AI/ML-driven investment process, and the firm does not act as an adviser to private funds.
Client services
Expertise
Occupation focus
Fee options
Financial planning services offered at a negotiable flat fee of $500
$0 - $1,100,000: 2% annually (negotiable, billed quarterly in advance) Over $1,100,000+: 0.5% annually + 20% of annual portfolio performance above agreed benchmark/hurdle (performance fee charged annually in arrears)
For accounts with assets over $1,100,000: 0.5% annual fee plus 20% of the annual portfolio performance above agreed benchmark
Account minimum: $500,000 (may be lowered or waived in certain instances)
Main office
78 SW 7th Street, Suite 500
Miami FL 33130
Advisors at this office
1
Most active in
Florida
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
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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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