Aerie Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,182,963
Clients
85
19% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
85
Very HighAverage account size
$284,505
About
Aerie Capital Management provides discretionary investment management, retirement-plan consulting and financial planning to a mix of individual investors and institutional clients, including corporate pension and profit-sharing plans, participant-directed defined contribution plans, and charitable organizations. The firm also offers non-discretionary ERISA 3(21) advice to plan sponsors and prepares financial plans on a fixed- or hourly-fee basis.
The firm’s investment process combines fundamental, quantitative and technical analysis and generally favors long-term allocations to individual stocks and bonds, mutual funds and ETFs. It also uses derivatives—including options strategies implemented with defined risk—in separately managed accounts and performs periodic monitoring of plan investment menus and service providers.
What is noteworthy relative to many independent advisers is the combination of institutional and charitable clients together with pension consulting services, an arrangement that is less common among peers of this size. The lead investment professional holds the CFA charter and brings prior portfolio and research experience, and the firm accepts proxy-voting responsibility and written client investment restrictions as part of its fiduciary services.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
Occupation focus
Retired
Founder/Business Owner
Fee options
Financial planning fixed fee generally between $1,000 to $2,500
$0 - $250,000: 1.000% $250,000 - $500,000: 0.875% $500,000 - $750,000: 0.75% $750,000 - $1,000,000: 0.625% $1,000,000+: 0.50%
$250 per hour, billed in 15-minute increments
Main office location
Aerie Capital Management
Baltimore MD, United States
Number of offices
1
Most active in
Aerie Capital Management has reported serving >5 clients in these states in the last 12 months.
Maryland · North Carolina
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:
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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
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