C
Counterstrike Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,570,000
Clients
7
100% 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
7
Very LowAverage account size
$1,224,286
About
Counterstrike Capital serves individual investors, trusts, and small-business retirement accounts, providing discretionary portfolio management and financial advisory services tailored to each client’s objectives and risk profile. The firm constructs accounts using equities, fixed income, exchange-traded products and option strategies, and may include precious metals as part of a client’s allocation.
The firm’s investment approach applies modern portfolio theory with an emphasis on reducing correlation to broad equity markets through equity options and hedged strategies intended to improve risk‑adjusted returns and lower volatility. Portfolios are managed on an individualized basis following suitability reviews, with continuous monitoring and periodic rebalancing under the firm’s discretionary authority.
Compared with many peers, Counterstrike Capital places systematic emphasis on equity option strategies combined with precious metals to seek uncorrelated exposures, and requires client accounts to be held at Interactive Brokers (with Charles Schwab available as a secondary custodian). The firm also maintains operational safeguards, including a state surety bond to satisfy regulatory requirements, and discloses that its strategies can involve elevated trading activity and the attendant execution and liquidity risks.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Wealth management
Fee options
Main office location
Counterstrike Capital
Hoover AL, United States
Number of offices
2
Most active in
Counterstrike Capital has reported serving >5 clients in these states in the last 12 months.
Alabama
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:
Trust company
They provide trust and estate administration services, typically for separate fees.
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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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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