Advent Capital Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,643,811
Total clients
33
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$171,025
About
Advent Capital Strategies, LLC is a state-registered, single-advisor investment adviser that manages individually tailored, discretionary portfolios for individuals and also provides services to charitable organizations and corporate/business clients. The firm offers portfolio management, retirement-plan consulting (including 401(k) and 403(b) plan setup and ongoing oversight) and limited one-session express financial consulting engagements.
The firm primarily follows a passive, asset-class approach that uses low-cost index mutual funds and ETFs to build diversified allocations, and it supplements that work by accessing third‑party model portfolios through its custodian’s Model Marketplace while retaining responsibility for suitability. Account supervision is driven by client objectives, time horizons, risk tolerances and tax considerations, with clients able to impose reasonable investment restrictions and services delivered on a discretionary basis.
Advent is atypically small — founded in 2023 with roughly $3.4 million in discretionary assets under management and about two dozen client relationships — and its principal also serves as a lead pastor, dedicating roughly half of his professional time to that role, a dual-career arrangement that may affect scheduling and service delivery. The firm’s explicit work for charitable organizations and small employer/church retirement plans, its decision not to aggregate trades into block orders, and its integrated custody and model-access arrangement with its platform are operational features that distinguish it from many similarly sized independent advisers.
Client services
Expertise
Fee options
Express Financial Consulting fixed fee $500-$2,500; Administration fee $175 one-time
$100,000 - $249,999: 0.95% $250,000 - $749,000: 0.85% $750,000 - $1,999,999: 0.75% $2,000,000+: 0.45%
$350 per hour, minimum $500
Minimum fee: $750 for accounts $0-$49,999; $950 for accounts $50,000-$99,999 Fee-only: Express Financial Consulting fixed fee ranging from $500 to $2,500; hourly fee $350/hour with $500 minimum
Main office location
Advent Capital Strategies, LLC
Port Orchard WA, United States
Number of offices
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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