Del-Sette Capital Management, LLC

Del-Sette Capital Management is an SEC-registered advisory firm that serves individuals, high‑net‑worth clients, trusts and estates with discretionary investment management and financial planning. The firm also provides related services including tax preparation support, insurance consulting through a third‑party platform, donor‑advised fund administration, and facilitation of estate‑document preparation via an external technology provider.

The firm constructs customized, generally long‑term portfolios that rely primarily on low‑cost mutual funds and ETFs, with individual equities used as needed, and provides ongoing portfolio construction, monitoring and rebalancing on a discretionary basis. Del‑Sette combines fundamental, technical and cyclical analysis — including the use of Point & Figure charting from an external research provider — to guide asset allocation and trading decisions.

Noteworthy features include a small multi‑advisor team managing roughly $192.5 million for about 240 clients while offering no‑fee educational workshops and seminars, a practice the brochure highlights as not common among peers. The firm also leverages third‑party platforms in its service model, acting as an approved advisory manager on Schwab Charitable for donor‑advised funds and partnering with a third‑party estate‑planning technology provider to assist clients with document preparation.