Perfetta Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Perfetta Capital, LLC provides investment advisory and discretionary managed-account services to individuals and high‑net‑worth clients, and also serves employer-sponsored retirement plans. Its retirement-plan consulting covers plan design, investment lineup selection and monitoring, plan administration support, participant education, co‑fiduciary assistance, and benchmarking.
The firm tailors advice to clients’ stated objectives, time horizon, and risk tolerance and implements diversified asset-allocation strategies, employing techniques such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. Some accounts are managed on a discretionary basis and clients may impose written restrictions on securities or sectors.
Noteworthy in the brochure is the explicit focus on pension/profit‑sharing clients and dedicated pension consulting and co‑fiduciary services, offerings that are less common among similar independent advisers. The brochure also discloses the use of annuities among investable products, a one‑time financial planning deliverable (with additional plans available for a fee), and periodic due diligence of service providers’ artificial intelligence components.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Main office
Gainesville GA
Advisors at this office
1
Most active in
Georgia · North Carolina · Tennessee · Texas
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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