Limber Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Limber Capital LLC provides discretionary portfolio management to individual clients and generally requires a $300,000 minimum account size. The firm focuses on managing equities, fixed‑income securities and ETFs on behalf of roughly ten clients, and it does not take custody of client assets, instead asking clients to use third‑party custodians.
The advisor pursues a proprietary, value‑oriented investment approach and tailors portfolios to client objectives, timelines and risk tolerances, with at least annual communication and more frequent contact as requested. Portfolios are implemented using listed equities, bonds, ETFs, short‑term instruments and, at times, LEAPS (long‑term options), while the firm does not employ leverage and excludes mutual funds, commodities and margin trading from its managed strategies.
What is distinctive relative to many peers is the use of option-based instruments (LEAPS) in separately managed accounts, an approach that is uncommon among independent advisory firms. The practice is run as a solo advisor model with about $11,493,709 in discretionary assets under management, resulting in a small, concentrated client base and a highly discretionary, individualized service model.
Client services
Expertise
Fee options
1.5% annually (assessed quarterly at 0.375% per quarter)
Account minimum: $300,000
Main office
Wake Forest NC
Advisors at this office
1
Most active in
Minnesota · North Carolina
Also doing business as
Limber Capital · Limber Capital LLC
Disclosures
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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.
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