Ten Seven Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ten Seven Capital provides portfolio management, financial planning, and family office services to individual and family clients and publishes a weekly subscription newsletter. The firm’s ADV discloses that it currently reports no assets under management and no client accounts.
The firm documents client goals and risk tolerances in investment policy statements and offers both discretionary and non-discretionary portfolio management, using fundamental, quantitative, and technical analysis with a long-term trading orientation. Its stated investment universe includes mutual funds, fixed income, ETFs (including precious metal ETFs), non-U.S. securities, private placements, and cryptocurrency-related exposures, and it serves as portfolio manager and sponsor of a wrap-fee program.
Noteworthy aspects relative to peers include operating as a solo practitioner while sponsoring a wrap-fee program and distributing a weekly newsletter, all of which are uncommon for similarly sized supported firms. The firm also discloses family office offerings and a separate cryptocurrency consulting initiative for financial professionals, and that its principal is licensed to sell insurance — a relationship the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Family Office Services: $50,000 to $1,000,000 per year
2.00% annually
$275 - $500 per hour
Newsletter provided free of charge
Main office
405 Fifth Avenue South, Suite 7
Naples FL 34102-6515, United States
Offices (1)
Most active in
Florida · Maine · Texas
Also doing business as
Ten Seven Capital · Ten Seven Capital Inc. · Ten Seven Capital, Inc.
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.
Forms ADV
Quick links
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