Avelino Cortina III
Advisor at AC3 Capital
Updated today
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
AC3 Capital
Location
La Jolla, CA 92037
Credentials
Series 63, Series 65
Industry experience
29 years
About
Avelino Cortina is the sole advisor at AC3 Capital, an independent firm based in La Jolla, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Cortina has led AC3 Capital since 2011. AC3 Capital provides wrap asset management and standalone financial planning primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm manages portfolios mainly on a non-discretionary basis, combining technical, cyclical, and fundamental analysis within its investment approach.
Expertise
Based on AC3 Capital
General tax planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
Flat fees range from $500 to $2,000 for financial planning and consulting services.
Up to $100 per hour for financial planning and consulting services.
Account minimum: $100,000 (negotiable and may be waived) Fee-only: Financial planning and consulting services charged on hourly or flat fee basis. Hourly fees up to $100 per hour; flat fees range from $500 to $2,000.
Location
7855 Ivanhoe Avenue, Suite 460
La Jolla, CA 92037
Most active in
Avelino C has reported serving >5 clients in these states in the last 12 months.
California
Work history
AC3 Capital, LLC
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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.
Grant K
Verified by Warmer
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OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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