Terrafort Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Terrafort Capital is an independent, single‑adviser advisory firm that serves a mix of individual and institutional clients, including pension plans, endowments, and other pooled investment vehicles. The firm offers discretionary investment management and financial planning, along with co/sub‑advisory services, Outsourced CIO support, and pension consulting engagements.
The firm combines third‑party model access with direct portfolio management — for example, it acts as a co‑advisor on the Morningstar Wealth Management Platform and can manage held‑away participant accounts through the Pontera order‑management system while custodied accounts are typically maintained at Interactive Brokers. Its investment work spans traditional equities and fixed income as well as alternative investments and pooled vehicles (private funds, REITs, structured products), with ongoing account reviews and the option, for qualifying clients or vehicles, to use performance‑based compensation arrangements.
Noteworthy differences from many solo independent advisers include an affiliated entity that engages in offshore real estate brokerage and project financing activities, the firm’s production of periodic newsletters and public educational seminars/workshops, and explicit product‑design and training services for institutional clients. The brochure also discloses side‑by‑side management and related policies intended to mitigate conflicts when managing both performance‑fee and asset‑based accounts.
Client services
Expertise
Occupation focus
Fee options
Financial planning packages ranging from $275 to $12,000; Pension consulting and outsourced CIO flat fees from $2,500 to $10,000; Educational seminar fees $150 to $350 per hour.
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $15,000,000: 1.00% $15,000,001 - $20,000,000: 0.75% More than $20,000,000+: 0.50%
$150 to $350 per hour for financial planning, pension consulting, outsourced CIO, educational seminars, product design, and training services.
Performance-based fees for qualified alternative investment clients up to 2% AUM plus 10% to 20% performance/incentive fees, possibly with hurdle rates.
Account minimum: $5,000,000 (may be waived at Terrafort Capital's sole discretion) Fee-only: Hourly fees from $150 to $350 per hour for limited services; Flat fees for financial planning packages ranging from $275 to $12,000 depending on service and complexity; Annual retainer from $6,000 to $12,000.
Main office
1810 Grand Park Ave Suite 500
North Bethesda MD 20852
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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