Limitless Capital Management, Inc.

The firm provides investment management, general portfolio analysis, restructuring, and financial planning services to high-net-worth individuals, trusts, estates, private foundations, and business entities. It works with clients to develop Investment Policy Statements, asset allocation models, and ongoing portfolio monitoring and rebalancing.

The adviser generally manages client accounts on a discretionary basis and emphasizes asset-allocation driven portfolios constructed largely from third-party managers and exchange-traded funds, while retaining the option to recommend private investment partnerships and individual securities. Its process relies on capital market research and third-party consultants, and the brochure specifically notes forecasting errors in long-term market expectations as a primary material risk to clients.

Distinctive features include a relatively small scale of operations—reporting $13.5 million in discretionary assets—and a fee approach that does not include performance-based fees. The firm’s principals also operate affiliated insurance and commercial lending brokerages and are licensed to sell insurance, a disclosed source of potential conflicts that the firm says it addresses through disclosure and supervisory procedures.