Charlotte, NC Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Unconventional Investor, LLC
Supported
Firm-wide stats for Unconventional Investor, LLC
Clients per advisor
44 TypicalAvg AUM per client
$3,400,798 Very HighHNW client ratio
58% Very HighAbout
Unconventional Investor serves individual clients, including high-net-worth individuals, managing roughly $302.5 million across 88 accounts through a two-advisor team. The firm provides portfolio evaluation, ongoing discretionary portfolio management, and integrated financial planning as part of its management services.
The firm follows a Swensen-style asset allocation philosophy that emphasizes simple, low-cost index funds for equities and U.S. Treasury securities/TIPS for fixed income, favoring long-term buy-and-hold positions and infrequent trading. Portfolios are mass-customized to client risk profiles and goals, with ongoing monitoring, periodic rebalancing, and scheduled outreach to review plans as circumstances change.
What stands out for this firm is the concentration of assets relative to its small advisory team, producing a high assets-per-advisor and assets-per-client profile compared with peers. Operationally it requires custody with its chosen custodian and handles trading under limited powers of attorney—executing trades for individual accounts rather than aggregating orders—and it does not accept proxy-voting authority on client securities.
Based on Unconventional Investor, LLC
Expertise
Based on Unconventional Investor, LLC
Location
Charlotte NC
Advisors at this office
1
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