A
Albert Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Albert Capital Management LLC provides non‑discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm’s service menu, as described in its brochure, includes comprehensive and specific financial plans, annual advisory services, hourly consultations, implementation support, and financial coaching and seminars.
The firm’s investment philosophy is rooted in a view that markets are semi‑efficient; it emphasizes strategic asset allocation over market timing and prepares a written Investment Policy Statement tailored to each client. Portfolios are generally constructed with broadly diversified, low‑cost mutual funds and ETFs, with the option to include individual municipal, corporate and Treasury bonds and certain derivatives where appropriate, and accounts are monitored periodically with recommendations for rebalancing.
Noteworthy features relative to peers include the firm’s ongoing educational seminars and a billing model based on hourly fees and retainers rather than a percentage‑of‑assets fee; the brochure also discloses that the firm currently reports no assets under management. The firm further states it does not accept discretionary accounts or custody client assets, and it documents monitoring and reporting practices and the use of a wide range of instruments, which may be atypical for a small advisory practice.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General tax planning
Wealth management
Retirement income strategy
Cash flow / budgeting
Fee options
Retainer fee up to $450.00, credited towards first quarter retainer fee; seminars cost $65.00 per person.
$75.00 per hour for advisory consulting services; may be negotiable.
Fee-only: Hourly fee for advisory consulting services of $75.00 per hour; fees may be negotiable depending on scope and complexity; retainer fee not to exceed $450.00 credited towards first quarter retainer fee.
Main office location
Albert Capital Management LLC
Palm Coast FL, United States
Number of offices
1
Most active in
Albert Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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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