The Tilted Funds Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. As of the filing it advised approximately $811,000 in client assets across five client accounts and generally charges percentage-of-AUM fees while maintaining primarily non‑discretionary relationships in which clients retain decision authority.
The firm sources outside asset managers and uses quantitative methods to evaluate securities, classify styles, and optimize portfolio allocations with an emphasis on risk control and reduced turnover; client onboarding includes interviews and questionnaires with at least quarterly account reviews. Custody and brokerage services are provided through SEI Private Trust Company, which handles client statements and fee billing; the firm does not take custody of client funds and does not vote proxies.
Distinctive features relative to peers include its primarily non‑discretionary advisory model and a client mix that does not emphasize high‑net‑worth individuals, both uncommon among similarly supported firms. The brochure also discloses that the firm’s managing member has been involved in disputed civil litigation and regulatory complaints that the firm states are unrelated to its advisory activities, and that the firm’s two registered representatives devote substantial time to outside business activities in other companies.
Client services
Expertise
Fee options
$0 - $499,999: Not explicitly stated (fees negotiable) $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.50% $5,000,000+: 0.25%
Account minimum: $500,000
Main office
20400 Stevens Creek Blvd Ste 700
Cupertino CA 95014-2296
Advisors at this office
2
Most active in
California
Also doing business as
The Tilted Funds Group, LLC · The Titled Funds Group, LLC
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:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Karen L
Series 63
Cupertino, CA
The Tilted Funds Group, LLC
Karen Landry is a financial advisor with The Tilted Funds Group LLC, holding a Series 63 designation and bringing 34 years of industry experience. She has held roles including advisor at Benefunder, a platform supporting funders and entrepreneurs, and serves as Treasurer for the Club Place Lane Home Owners Association. The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. The firm emphasizes a primarily non-discretionary advisory model, utilizing quantitative methods to optimize portfolios with a focus on risk control and reduced turnover.
Adam M
Series 63, Series 65
Cupertino, CA
The Tilted Funds Group, LLC
Adam Mcafee is a financial advisor at The Tilted Funds Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has been involved with a variety of companies, including leadership roles at Aemetis, Inc., Nevo Energy, Inc., and Orchard Yield Funds LLC. His outside business activities include managing renewable fuels and dairy natural gas projects, utility-scale solar farm development, and agricultural ventures. The Tilted Funds Group, LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. The firm emphasizes a primarily non-discretionary advisory model, uses quantitative methods for portfolio optimization focused on risk control and reduced turnover, and serves a client mix that does not mainly consist of high-net-worth individuals.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")