Mission Capital Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mission Capital primarily works with institutional and pooled accounts such as foundations, endowments, and charitable organizations, while also offering advisory and consulting services to businesses and individual clients. The firm provides customized investment planning, asset allocation guidance, investment policy development, monitoring, education, and bespoke consulting on specific ventures and impact/ESG considerations.
The firm’s investment approach emphasizes macroeconomic analysis and diversified asset allocation to build tailored Investment Policy Statements, with ongoing monitoring and rebalancing informed by client objectives and risk profiles. Mission Capital also provides investor education and periodic seminars as part of its process to align clients on strategy and implementation.
What's distinctive about Mission Capital is its billing model and operational posture: it relies on hourly and flat consulting fees rather than the percentage-of-assets-under-management fee common among investment managers and reported no AUM as of June 2024. The firm also does not take custody of client assets or trade on a discretionary basis and maintains a broader consulting practice that includes non-financial strategic work and ESG-related advisory services, which is less common for firms in this category.
Client services
Expertise
Fee options
Flat fees negotiated case-by-case with minimum flat fee $1,500
Hourly fees charged between $250 - $500 per planner-hour; support staff may be billed at lower rates
Minimum fee: Minimum fee of $1500 for Financial Planning, Education, and Investment Policy Services Fee-only: Financial Planning Services fees based on assets over $1,500,000 calculated at 0.001% of assets (e.g. $2,500,000 assets = $2,500 fee)
Main office
710 Lakeway Drive, Suite 200
Sunnyvale CA 94085
Advisors at this office
1
Most active in
California
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.
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