Limiter Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Limiter Financial provides discretionary and non-discretionary portfolio management and related financial planning to individuals, high‑net‑worth clients, and corporations. The firm states that financial planning is an integral part of its portfolio management process and is included for portfolio management clients at no additional cost.
The firm describes a tailored, client‑specific approach using fundamental analysis and modern portfolio theory, and may pursue long‑ and short‑term trading strategies as appropriate. It discloses the use of margin and short sales in client accounts (with a separate margin agreement required) and notes that tax efficiency is not a primary objective, advising clients to consult tax professionals.
Limiter Financial is newly registered and reports no assets under management or active advisors at this time, and it discloses a $5,000,000 account minimum (waivable at the firm’s discretion). The brochure also identifies an affiliation with Kuba Ventures (DBA QSBS Rollover) and discloses that the firm’s principal devotes significant time to that affiliated business, and the firm notes it does not act as a private fund adviser or sponsor pooled investment vehicles.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
0.25% to 1.50% annually depending on asset value and service complexity
Account minimum: $5,000,000
Main office
1717 E Cary Street
Richmond VA 23223
Advisors at this office
1
Most active in
Virginia
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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