Geddi Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,100,000
Clients
53
0% high-net worth
Advisors
1
of 2 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
53
HighAverage account size
$58,491
About
Geddi Capital provides portfolio management and ongoing financial planning primarily for individual clients, with about $3.1 million in assets under management across roughly 53 accounts. The firm does not report serving high-net-worth individuals and offers services that include retirement asset analysis for both custodial and held-away accounts.
Portfolios are actively managed using a tactical, macro-driven approach that shifts allocations among currencies, fixed income, equities and commodities based on projected GDP and inflation dynamics. The investment process combines third‑party predictive tracking algorithms for GDP and the Consumer Price Index with quantitative market signals, technical and fundamental analysis, and tax-aware position sizing.
Noteworthy aspects include a service to manage held-away employer-sponsored retirement and education plan accounts via a third‑party order management platform, which the firm uses to maintain discretionary oversight without accepting custody. As a small, state-registered adviser, Geddi Capital also offers ongoing subscription-based financial planning and discloses it does not accept outside sales compensation or soft-dollar benefits.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Income planning
Tax-loss harvesting
Fee options
1.00% annually
$3 to $50 per month, negotiable, may be waived for clients with AUM paying advisory fees
Main office location
Geddi Capital LLC
Ann Arbor MI, United States
Number of offices
1
Most active in
Geddi Capital LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
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
Quick links
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