Perpetual Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,536,080
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
111
11% 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
111
Very HighAverage account size
$221,046
About
Perpetual Capital Advisors, LLC is a registered independent investment adviser that provides discretionary portfolio management, financial planning, and consulting services. It serves individual clients (including high‑net‑worth individuals) and also works with pension and profit‑sharing plans and other corporate or business clients.
The firm offers both discretionary and non‑discretionary management, may implement model portfolios developed by unaffiliated managers, and conducts ongoing monitoring and rebalancing. In addition to conventional equity, fixed‑income, and mutual fund strategies, the adviser may utilize derivatives in separately managed accounts — including covered‑call and option‑writing strategies — as an accommodation or non‑core tactic.
Notably, Perpetual combines a solo‑practitioner advisory model with pension consulting and plan‑level services, such as fund selection, participant education, and investment performance monitoring, which is uncommon among independent firms of comparable size. It negotiates pension consulting arrangements with plan sponsors and serves corporate clients as well, giving it a broader client mix than many peers that focus primarily on individual retail accounts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Wealth management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$150 per hour (negotiable)
Main office location
Perpetual Capital Advisors, LLC
Reno NV, United States
Number of offices
2
Most active in
Perpetual Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Nevada
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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