Unlimited Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to individuals, including high‑net‑worth clients, as well as trusts, estates and business entities. Beyond portfolio management, it also offers ongoing financial management (bill pay, invoicing, accounting and tax compliance), agreed‑upon consulting, business research and comprehensive wealth‑management engagements.
The firm’s investment process is described as a dynamic, multi‑dimensional analysis that emphasizes client risk profile, performance, risk management, manager track records and attention to expenses, with portfolios managed on discretionary or non‑discretionary terms and periodically rebalanced. Its wealth‑management work is tax‑aware and incorporates regular plan reviews and monitoring, reflecting the firm’s integration of investment advice with accounting inputs.
Noteworthy distinctions include formal affiliations with an accounting firm and a licensed insurance/risk‑advisory company, and a principal who holds professional credentials in accounting and financial planning and teaches at the university level; these connections enable coordinated tax, accounting and insurance support alongside investment advice but also create disclosed potential conflicts of interest (including the possibility of commission‑based insurance compensation). The firm’s small size and concentrated client base, plus niche offerings such as CFO‑style cashflow management and business due diligence, set it apart from many peers in the supported‑firm category.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive financial planning fees from $3,000 to $15,000; financial management fees $1,500 to $3,500 monthly; comprehensive wealth management flat annual fees $18,000 to $60,000 depending on asset level
$0 - $333,000: Hourly fee recommended instead of percentage fees $333,001 - $500,000: 1.50% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Insurance commissions via affiliated insurance agent, but not as part of advisory fees
Hourly fees ranging from $175 to $400 for consulting and business research
Minimum fee: Minimum fees of $6,000 to $8,000 per annum for certain asset tiers Fee-only: Hourly fees from $175 to $400; fixed financial planning fees from $3,000 to $15,000; monthly fixed fees $1,500 to $3,500 for financial management; business research hourly $175 to $400
Main office
Somerset NJ
Advisors at this office
2
Most active in
New Jersey
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Advisors at this firm
Sharif M
CFP®, PFS™, Series 66
Somerset, NJ
Unlimited Capital Advisors LLC
Sharif Muhammad is a CFP® and PFS™ with 16 years of industry experience, currently serving as an advisor at Unlimited Capital Advisors LLC. He has held roles at AXA Advisors, Equitable Advisors, and leads several affiliated firms including JMG CPAs & Advisors LLC and Unlimited Risk Advisors LLC. Muhammad is also an Associate Professor of Taxation and Estate Planning at New York University’s Master of Financial Planning program and serves on the finance committee of St. Benedict's Preparatory School. Unlimited Capital Advisors LLC provides investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers a multi-dimensional investment process that incorporates risk management and expense control, supported by affiliated accounting and insurance businesses to coordinate tax and insurance matters alongside advisory services.
Shayidan T
Series 65
Somerset, NJ
Unlimited Capital Advisors LLC
Shayidan Ture is a financial advisor at Unlimited Capital Advisors LLC in Somerset, NJ, holding a Series 65 designation with approximately one year of industry experience. Prior to joining Unlimited Capital Advisors, Ture worked at Charoen Pokphand Group and has multiple periods as a full-time student. Unlimited Capital Advisors LLC provides investment management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a dynamic, multi-dimensional investment process that considers client risk profiles, performance, risk management, and expenses, and it offers comprehensive wealth-management services integrating investment advice with accounting and tax compliance.
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