Advisor at Acosta Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Acosta Capital Advisors
Location
Hollywood, FL
Credentials
Series 65
Industry experience
< 1 year
Andrew Acosta is the sole advisor at Acosta Capital Advisors in Hollywood, FL. He holds a Series 65 designation and has experience working at Arkstone Wealth Advisors LLC and Paramount Residential Mortgage Group, where he is currently employed. Acosta Capital Advisors is a newly formed investment advisory firm providing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a multifaceted investment approach that includes fundamental, technical, quantitative, charting, and cyclical analysis, and tailors portfolios based on clients’ cash flow, tax exposure, real estate and business interests, and behavioral tendencies.
Based on Acosta Capital Advisors
$250 to $10,000 fixed rate for financial planning
$25,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $25,000
Hollywood, FL
Florida
Arkstone Wealth Advisors LLC
2025 - Present (1 year)
Paramount Residential Mortgage Group, Inc
2016 - Present (10 years)
Refresh Funding, LLC
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Series 63, Series 65
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CFA®, Series 66
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Envision Asset Management, Inc.
Series 65
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Moore Financial Planning Advisors, LLC
CFP®, Series 63
Davie, FL
Mouly Financial Management, Inc.
Series 65
Fort Lauderdale, FL
Harbor Wealth Management
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