C
Couillard Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$500,000
Clients
9
11% 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
9
Very LowAverage account size
$55,556
About
Couillard Capital provides discretionary and non‑discretionary asset management, retirement plan advisory and financial planning and consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm documents client goals in an investment policy statement and delivers ongoing portfolio management as well as stand‑alone consultations on selected financial planning topics.
The firm’s investment process uses fundamental, technical, charting and cyclical analysis and implements strategies either under discretionary authority or with prior client approval, with account reviews performed at least quarterly and attention to rebalancing and tax‑loss opportunities. For employer plans, Couillard Capital acts as a limited‑scope ERISA 3(21) fiduciary, assisting with IPS development, qualified default investment option selection, participant education and periodic monitoring while excluding certain illiquid or employer‑sponsored assets from plan services.
Distinctive features include the advisor’s concurrent licensed insurance practice, disclosed as a separate source of commission compensation and managed through conflict‑of‑interest disclosures and procedures. The firm also emphasizes pension consulting (including negotiable, potentially flat‑fee arrangements for plan services), operates with a small, focused client base, does not sponsor wrap fee programs, and does not aggregate trades across client accounts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Fee options
Flat fees between $1,000 and $3,000 for financial planning services
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.90% annually $2,000,000.01 - $3,000,000: 0.80% annually $3,000,000.01 - $5,000,000: 0.70% annually $5,000,000.01+: 0.60% annually
Commissions received from sales of insurance products as a licensed insurance agent
$150 per hour for financial planning services
Fee-only: Hourly fee of $150 per hour; Fixed fees between $1,000 and $3,000 for financial planning services
Main office location
Couillard Capital LLC
515 South Flower St.,, Suite 1800
Los Angeles CA 90071, United States
Number of offices
2
Most active in
Couillard Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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")