Tetelestai Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$704,059
Clients
12
17% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
Very LowAverage account size
$58,672
About
Tetelestai Capital is a state-registered investment adviser that provides discretionary separately managed accounts along with financial planning and bespoke financial consulting for individual and institutional clients. The firm operates as a single-advisor practice managing roughly $704,000 for about a dozen clients and generally bills on an asset‑under‑management basis.
The firm follows a fundamental macro research process and implements a long‑term barbell investment approach: concentrated, infrequently traded positions in identified top‑performing assets paired with shorter‑term volatility trades and hedges. Implementation may include equity options, futures and futures options, margin usage, and occasional short selling, and the firm states an objective of outpacing the MSCI ACWI on a three‑year rolling basis.
Notably, Tetelestai Capital discloses and markets both hypothetical and actual performance results and uses derivatives within its separately managed accounts, practices that are uncommon among peers. The brochure also highlights the principal’s professional credentials (including CFA and CPA designations), a stated policy of donating a portion of annual proceeds to select charities, and a single‑broker relationship with Interactive Brokers that may involve soft‑dollar arrangements.
Client services
Financial planning
Portfolio management
Corporate finance consulting
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
Monthly flat fee arrangements available for longer-term consulting projects
Less than $100,000 - $100,000: 1.95% annually (0.163% monthly) for separately managed accounts $100,001 - $700,000: 1.55% annually (0.129% monthly) for separately managed accounts $700,001 - $1,000,000: 1.25% annually (0.104% monthly) for separately managed accounts $1,000,001+: 1.10% annually (0.092% monthly) for separately managed accounts Less than $100,000 - $100,000: 1.25% annually (0.104% monthly) for financial planning $100,001 - $700,000: 0.95% annually (0.079% monthly) for financial planning $700,001 - $1,000,000: 0.80% annually (0.067% monthly) for financial planning $1,000,001+: 0.65% annually (0.054% monthly) for financial planning No minimum+: 0.25% annually for cash management solutions
$200 per hour for financial consulting services
Minimum fee: $40 per month minimum for separately managed accounts and financial planning; $5 per month minimum for cash management solutions Fee-only: Separate financial consulting services charged at $200 per hour and monthly flat fees for longer-term projects
Main office location
Tetelestai Capital
Loveland OH, United States
Number of offices
1
Most active in
Tetelestai Capital has reported serving >5 clients in these states in the last 12 months.
Ohio
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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