Polymath Capital Advisors, LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,100,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
10% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage 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
Fee options
$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 fees may be charged for private investment funds and pooled investment vehicles, pursuant to negotiated arrangements with qualified clients.
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
Polymath Capital Advisors, LLC. has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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
Advisors at this firm
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