Unlimited Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,492,536
Clients
13
46% high-net worth
Advisors
1
of 2 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
13
LowAverage account size
$576,349
About
The firm provides investment management and financial planning services to individuals, including high‑net‑worth clients, as well as trusts, estates and business entities. Beyond portfolio management, it also offers ongoing financial management (bill pay, invoicing, accounting and tax compliance), agreed‑upon consulting, business research and comprehensive wealth‑management engagements.
The firm’s investment process is described as a dynamic, multi‑dimensional analysis that emphasizes client risk profile, performance, risk management, manager track records and attention to expenses, with portfolios managed on discretionary or non‑discretionary terms and periodically rebalanced. Its wealth‑management work is tax‑aware and incorporates regular plan reviews and monitoring, reflecting the firm’s integration of investment advice with accounting inputs.
Noteworthy distinctions include formal affiliations with an accounting firm and a licensed insurance/risk‑advisory company, and a principal who holds professional credentials in accounting and financial planning and teaches at the university level; these connections enable coordinated tax, accounting and insurance support alongside investment advice but also create disclosed potential conflicts of interest (including the possibility of commission‑based insurance compensation). The firm’s small size and concentrated client base, plus niche offerings such as CFO‑style cashflow management and business due diligence, set it apart from many peers in the supported‑firm category.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Tax-loss harvesting
Options & derivatives strategies
General tax planning
Occupation focus
Founder/Business Owner
Financial Professional
Demographic focus
Established Professionals
Fee options
Comprehensive financial planning fees from $3,000 to $15,000; financial management fees $1,500 to $3,500 monthly; comprehensive wealth management flat annual fees $18,000 to $60,000 depending on asset level
$0 - $333,000: Hourly fee recommended instead of percentage fees $333,001 - $500,000: 1.50% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Insurance commissions via affiliated insurance agent, but not as part of advisory fees
Hourly fees ranging from $175 to $400 for consulting and business research
Minimum fee: Minimum fees of $6,000 to $8,000 per annum for certain asset tiers Fee-only: Hourly fees from $175 to $400; fixed financial planning fees from $3,000 to $15,000; monthly fixed fees $1,500 to $3,500 for financial management; business research hourly $175 to $400
Main office location
Unlimited Capital Advisors LLC
Somerset NJ, United States
Number of offices
1
Most active in
Unlimited Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")