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How does the advisor help clients – Key Takeaways:
Caffeinated Capital Management, LLC serves as a financial expert to their clients, utilizing their expertise and experience to provide sound financial advice and guidance. With a focus on building long-term relationships, Caffeinated Capital Management, LLC prioritizes their clients’ financial goals and objectives.
Facts and Insights
Caffeinated Capital Management, LLC was founded in 2008 and is headquartered in New York City. They currently have over $500 million in assets under management and employ a team of experienced and highly qualified financial advisors. The firm’s goal is to help clients achieve financial success through personalized and tailored financial planning strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 2008 |
Financial Services Offered
Caffeinated Capital Management, LLC offers a wide range of financial services to their clients, including investment management, retirement planning, estate planning, tax planning, and risk management. Their team of financial advisors works closely with each client to create a personalized financial plan that aligns with their individual financial goals and objectives.
Client Types
Caffeinated Capital Management, LLC works with a diverse group of clients, including high net worth individuals, families, business owners, and institutions. They also provide services to clients in various industries, such as healthcare, education, technology, and more. Their team has the expertise to cater to the unique financial needs of each client.
Fees & Compensation
Caffeinated Capital Management, LLC operates as a fee-only advisor, meaning they do not earn commissions or sales incentives for their services. Instead, they charge fees based on a percentage of assets under management, ensuring their interests are fully aligned with those of their clients.
Background
Caffeinated Capital Management, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This designation requires the firm to adhere to strict fiduciary standards, ensuring their clients’ best interests are always put first. The team at Caffeinated Capital Management, LLC has a combined experience of over 50 years in the financial services industry, making them highly knowledgeable and qualified to provide financial advice.
Financial Advisor Disclosures to Know
As a part of their commitment to transparency, Caffeinated Capital Management, LLC discloses all relevant information about their firm, including any potential conflicts of interest, disciplinary actions, and more. This information can be found on the SEC’s Investment Adviser Public Disclosure (IAPD) website.