Advisor at ACSB Capital Management, LLC
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
ACSB Capital Management, LLC
Location
St. Thomas, VI 00802
Credentials
Series 66
Industry experience
21 years
Julito Francis is a financial advisor at ACSB Capital Management, LLC in St. Thomas, VI, holding a Series 66 designation with 21 years of industry experience. He has been with ACSB Capital Management since 2007. ACSB Capital Management provides investment advisory services to individual investors, plan sponsors, and institutional clients, focusing on non-discretionary portfolio management, pension consulting, and modular financial planning. The firm manages approximately $9.6 million in client assets and is notable for its pension consulting services alongside individual portfolio management, employing a flexible investment approach that includes fundamental and cyclical analysis.
Based on ACSB Capital Management, LLC
Based on ACSB Capital Management, LLC
$0 - $3,000,000: 1.25% $3,000,001 - $6,000,000: 1.00% $6,000,001 - $10,000,000: 0.80% Over $10,000,000+: 0.60% $0 - $3,000,000: 0.80% $3,000,001 - $15,000,000: 0.50% Over $15,000,000+: 0.30%
$350 per hour for financial planning and pension consulting services
Account minimum: $3,000,000 Fee-only: Hourly fee of $350 for financial planning and pension consulting services
1 B 29 Estate Solberg
St. Thomas, VI 00802
Virgin Islands
ACSB Capital Management, LLC
2007 - Present (19 years)
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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
PFS™, Series 66
San Juan, PR
Negron-Ramos LLC
Series 63, Series 65
Humacao, PR
Premier Investment Management, LLC
Series 63, Series 65, Series 66
San Juan, PR
Orchard Wealth & Legacy Management LLC
Series 63, Series 66
Moca, PR
AtlanticMidwest Investment Research, LLC
Series 66
Rincon, PR
NewGen Wealth Creation LLC
Series 63, Series 65, Series 66
Guaynabo, PR
4/26 Retirement Income Planning & Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")