A
Atticus Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$103,099,917
Total clients
133
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
133
Average account size
$775,187
About
Atticus Capital Advisors LLC provides investment management and portfolio management services to individuals and high net worth individuals, including guidance on IRA rollovers. As of February 9, 2026 the firm reported managing $103,099,917 on a discretionary basis for approximately 133 clients.
The firm initiates relationships by developing an Investment Objective and Policy Statement tailored to each client and implements those plans primarily through discretionary management and model portfolios. Atticus combines fundamental and technical analysis, modern portfolio theory, and both long‑ and short‑term trading approaches, and notes that clients invested in firm model portfolios generally cannot impose restrictions on specific model holdings.
The firm's principal holds the CFA charter and brings more than 30 years of portfolio management experience, including prior chief investment responsibilities, which informs its taxable and municipal fixed‑income and equity work. Operationally, Atticus discloses that it does not vote client proxies (custodians send proxy materials directly) and uses Schwab’s institutional custody and trading platform, a relationship the brochure says provides services that may benefit the firm.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
1.00% annually
Main office location
Atticus Capital Advisors LLC
828 East Blvd
Charlotte NC 28203, United States
Number of offices
1
Most active in
Atticus Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
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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