Perfetta Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,775,851
Total clients
129
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
129
Average account size
$362,603
About
Perfetta Capital is a state-registered independent investment adviser that serves individual and high‑net‑worth clients and also accepts company-sponsored pension and profit‑sharing plan clients. The firm provides discretionary portfolio management, written investment strategies, and retirement‑plan consulting services including plan design, investment lineup selection and monitoring, participant education, benchmarking, and co‑fiduciary support.
The firm’s investment approach is tailored to each client’s objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. Accounts are typically managed on a discretionary basis, clients may impose written investment restrictions, and accounts are reviewed at least quarterly with reporting provided to clients and custodians.
What is distinctive about this single‑adviser practice is its combination of retail asset management with formal pension consulting and plan‑sponsor services—an offering that is relatively uncommon among peers. The principal also maintains an active insurance license and may offer commissionable insurance products (a disclosed potential conflict), and the firm conducts ongoing due diligence of third‑party service providers, including those that use artificial intelligence components.
Client services
Portfolio management
Pension consulting
Expertise
Annuities
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Main office location
Perfetta Capital, LLC
Atlanta GA, United States
Number of offices
1
Most active in
Perfetta Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · North Carolina · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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.
Forms ADV
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