Polymath Capital Advisors, LLC. logo

Polymath Capital Advisors, LLC.

Updated today

Client assets under management

$14,100,000

Clients

29

10% high-net-worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

29

High

Average account size

$486,207

About

Polymath Capital Advisors provides discretionary and non‑discretionary investment advisory and sub‑advisory services to a broad client base that includes individuals (including high‑net‑worth and accredited investors), family offices, pooled vehicles, institutional clients and employer retirement plans and profit‑sharing arrangements. The firm also offers retirement plan consulting, ongoing financial planning through its Wealth Guard service, and business financial services including a fractional CFO offering and general accounting and tax services.

PCA constructs portfolios that blend strategic ETF and fixed‑income allocations with alternative assets and active management, and it documents client objectives in individualized investment policy statements that are reviewed annually. The adviser leverages a Betterment sub‑advisory relationship for algorithmic model portfolios, automated rebalancing and tax‑loss harvesting, and provides clients with regular research, executive summaries and periodic educational seminars or workshops.

What distinguishes PCA from many peers is its affiliated operating structure: the parent firm runs accounting/tax services and PCA is commonly controlled with Polymath Law PLLC, enabling coordinated access to legal and estate document services alongside investment advice. The brochure also discloses management of private and alternative assets (including art and other collectible categories), engagement with institutional and pension clients, and an emphasis on pension consulting and retirement plan administration, features that are relatively uncommon for advisers in its regulatory category.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Business Financial Management

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $4,999,999: 1% annually $5,000,000 - $14,999,999: 1% annually $15,000,000 - $24,999,999: 1% annually $25,000,000+: 1% annually

Performance-based

Performance-based fees may be charged for private investment funds and pooled investment vehicles, pursuant to negotiated arrangements with qualified clients.

Other

Account minimum: $5,000,000 Minimum fee: $50,000 minimum annual fee for $0 - $4,999,999 AUM; $150,000 minimum for $5M - $14,999,999; $250,000 minimum for $15M - $24,999,999; no minimum for $25M+ Fee-only: Fees for CFO Growth Alliance and General Accounting & Tax Services range from $250 to $5,000 monthly depending on engagement complexity.

Main office location

Polymath Capital Advisors, LLC.

Glastonbury CT, United States

Number of offices

1

Most active in

Connecticut

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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