L
Limber Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,493,709
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$1,149,371
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
Portfolio management
Expertise
Active portfolio management
Fee options
1.5% annually (assessed quarterly at 0.375% per quarter)
Account minimum: $300,000
Main office location
Limber Capital LLC
Wake Forest NC, United States
Number of offices
1
Most active in
Limber Capital LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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