8
8020 Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,541,166
Total clients
19
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$2,554,798
About
8020 Capital provides wealth management and financial planning to high‑net‑worth individuals, trusts, estates, and businesses, delivering discretionary portfolio management and related advisory services. The firm generally does not serve individual clients who do not meet high‑net‑worth thresholds, concentrating its practice on wealthier household and institutional‑style relationships.
The firm constructs customized portfolios using ETFs, mutual funds, and individual equities, and may incorporate individual bonds, covered options, private investments, and advice regarding cryptocurrency accounts when appropriate. Investment decisions draw on both fundamental and technical analysis with a predominately long‑term orientation, while permitting shorter‑term trading for rebalancing, tax management, or client cash needs.
Noteworthy features include a small client roster and an emphasis on continuous personal contact and bespoke portfolio construction, with a willingness to retain legacy holdings for portfolio fit or tax considerations. The firm does not charge performance‑based fees or participate in wrap programs and uses an institutional custodian platform to access execution, custody, and certain investment opportunities.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Tax-loss harvesting
College savings (529s, UTMA, etc.)
Fee options
0.50% to 0.75% annually
Main office location
8020 Capital LLC
Marietta GA, United States
Number of offices
1
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 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.
Forms ADV
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")