Most Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$250,000
Clients
1
0% 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
1
Very LowAverage account size
$250,000
About
Most Capital is an independent, single-advisor registered investment adviser that provides investment management to individuals, trusts, and pension plans, and the firm invests exclusively in exchange-traded funds (ETFs). The firm generally targets individual clients and lists a stated account minimum of $250,000, which it may waive at its discretion.
The firm implements a quantitative Market‑Regime Index strategy that combines a sensitive market‑regime filter with a relative momentum model to shift between equity and bond ETFs depending on whether market conditions are “risk‑on” or “risk‑off.” Most Capital operates on a primarily non‑discretionary basis and requires client authorization for trades rather than exercising discretionary trading authority.
Noteworthy features include the combination of an ETFs‑only, systematic regime/momentum approach with a primarily non‑discretionary client relationship, an arrangement that is uncommon among independent advisers. The firm is a very small, fee‑only solo practice with roughly $250,000 in assets under management and participates in independent adviser programs at custodians such as Interactive Brokers and Charles Schwab.
Client services
Portfolio management
Expertise
Passive / index investing
Factor investing / smart beta
Fee options
$0 - $2,999,999: 2% $3,000,000 - $5,999,999: 1.875% $6,000,000 - $8,999,999: 1.75% $9,000,000 - $14,999,999: 1.625% $15,000,000+: 1.5%
Account minimum: $250,000 Fee-only: Annual advisory fee on assets under management
Main office location
Most Capital
6048 Crape Myrtle Ct
Woodland Hills CA 91367, United States
Number of offices
1
Most active in
Most Capital 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 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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