L
Limber Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,493,709
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$1,149,371
About
Limber Capital provides discretionary portfolio management to individual investors through separately managed accounts, focusing on equities, fixed-income securities, ETFs and short-term cash instruments. The firm generally requires new accounts of at least $300,000 and currently manages roughly $10.4 million for about ten clients.
The adviser follows a value-oriented investment approach, researching and investing in securities it believes are undervalued and tailoring portfolios to each client’s timeline and risk tolerance, with at least annual communication. Portfolios may include derivatives—specifically long-term equity options (LEAPS)—in addition to stocks, bonds and ETFs, while the firm does not employ leverage, mutual funds or margin trading.
What is distinctive about the firm is its use of options within separately managed accounts, a practice that is uncommon among similar independent advisers and that carries additional counterparty, liquidity and monitoring considerations. The firm operates as a solo practitioner with full discretionary authority, does not take custody of client assets, and effects trades inside each client’s individual brokerage account rather than aggregating orders across clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.5% annually, assessed quarterly at 0.375% per quarter
Account minimum: $300,000
Main office location
Limber Capital LLC
Wake Forest NC, United States
Number of offices
1
Most active in
Limber Capital LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · 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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