Two Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Two Capital, LLC offers investment advising (one-hour consultations) and discretionary portfolio management to individuals, high‑net‑worth investors, trusts, estates, charitable organizations and business entities. Like many investment managers, it structures portfolio services around asset‑based fees, but as of the firm’s most recent brochure it is newly formed and reports no client assets under management.
The firm emphasizes a value‑investing approach focused on individual U.S. equities and U.S. Treasury securities, relying on fundamental analysis of publicly available quarterly financial reports and economic trends. Portfolio management is discretionary and intended to accommodate both longer‑term holding periods and shorter horizons (several months to about a year), with quarterly reviews timed to companies’ reporting schedules and ongoing monitoring across regular and extended trading hours.
Two Capital is a sole‑principal practice that is early in its operating history, with the principal also maintaining a non‑investment role as a systems administrator at a university during trading hours — a staffing and time‑allocation profile that differs from many peers. The firm requires clients to custody assets at a single recommended custodian, enforces a five‑business‑day blackout around personal trades, and has formalized personal‑trading and compliance procedures overseen by the principal.
Client services
Portfolio management
Investment advising for individuals and/or small businesses
Investment advising for individuals and/or small businesses
Expertise
Active portfolio management
Wealth management
Fee options
0.25% quarterly (equivalent to 1.00% annually)
Fee-only: Investment Advising Service: $150 per 1-hour meeting
Main office location
Two Capital, LLC
Chicago IL, United States
Number of offices
1
Most active in
Two Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
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 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
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