T

The Tilted Funds Group, LLC

Updated today

Client assets under management

$811,000

Clients

5

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

3

Very Low

Average account size

$162,200

About

The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. As of the filing it advised approximately $811,000 in client assets across five client accounts and generally charges percentage-of-AUM fees while maintaining primarily non‑discretionary relationships in which clients retain decision authority.

The firm sources outside asset managers and uses quantitative methods to evaluate securities, classify styles, and optimize portfolio allocations with an emphasis on risk control and reduced turnover; client onboarding includes interviews and questionnaires with at least quarterly account reviews. Custody and brokerage services are provided through SEI Private Trust Company, which handles client statements and fee billing; the firm does not take custody of client funds and does not vote proxies.

Distinctive features relative to peers include its primarily non‑discretionary advisory model and a client mix that does not emphasize high‑net‑worth individuals, both uncommon among similarly supported firms. The brochure also discloses that the firm’s managing member has been involved in disputed civil litigation and regulatory complaints that the firm states are unrelated to its advisory activities, and that the firm’s two registered representatives devote substantial time to outside business activities in other companies.

Client services

Portfolio management

Expertise

Factor investing / smart beta

Fee options

Percentage

$0 - $499,999: Not explicitly stated (fees negotiable) $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.50% $5,000,000+: 0.25%

Other

Account minimum: $500,000

Main office location

The Tilted Funds Group, LLC

20400 Stevens Creek Blvd Ste 700

Cupertino CA 95014-2296, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Karen L

Series 63

Cupertino, CA

The Tilted Funds Group, LLC

Karen Landry is the sole advisor at The Tilted Funds Group LLC, an independent registered investment adviser based in Cupertino, California. She holds a Series 63 designation and has 33 years of industry experience. In addition to her advisory role, she serves as an advisor for Benefunder, a platform that supports funders, researchers, and entrepreneurs. She also holds the position of treasurer for a nonprofit homeowner's association. The Tilted Funds Group LLC provides investment consulting and portfolio management primarily to individual clients, as well as to trusts, family offices, institutions, charitable organizations, and corporations. The firm offers primarily non-discretionary advice, utilizing third-party asset managers and quantitative methods to optimize allocations and manage risk.

Factor investing / smart beta
user avatar

Adam M

Series 63, Series 65

Cupertino, CA

The Tilted Funds Group, LLC

Adam Mcafee is the principal of The Tilted Funds Group LLC, an independent registered investment adviser based in Cupertino, California. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. In addition to his advisory role, Mcafee serves as Vice President of Finance at Aemetis, Inc., is CEO of Nevo Energy, Inc., and manages agricultural and energy-related business ventures. The Tilted Funds Group LLC provides investment consulting and portfolio management primarily to individual clients, as well as to trusts, family offices, institutions, charitable organizations, and corporations. The firm delivers mostly non-discretionary advice, employing third-party asset managers and quantitative methods to optimize allocations and manage risk.

Factor investing / smart beta
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")