American Assets Capital Advisers, LLC
Answer a few questions and
get matched with an advisor.
Learn more about American Assets Capital Advisers, LLC
Overview
American Assets Capital Advisers, LLC is an advisory firm located in San Diego, California. American Assets Capital Advisers, LLC oversees $472.1 million in total assets across six customer accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). The firm has a small group, including 4 financial advisors. American Assets Capital Advisers, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial assets like options, bonds and equities.
American Assets Capital Advisers, LLC oversees all of the company's client assets in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without requiring the client's approval. The company administers an average of $78.7 million for each account. An average advisor at American Assets Capital Advisers, LLC manages around two client accounts, making it one of the most personalized financial advisor firms in the country.
The firm's headquarters is at 3430 Carmel Mountain Road, San Diego, California 92121. American Assets Capital Advisers, LLC is registered to serve investors across a few states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
American Assets Capital Advisers, LLC by the Numbers
$472.1 million
7
6
$78.7 million
Fee Structure
Financial management fees largely vary depending on which services are offered. However, fee types billed by American Assets Capital Advisers, LLC most likely are comprised of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by American Assets Capital Advisers, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company does business with a broad range of investors. The company works with high net worth investors, investment companies, pooled investment vehicles, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its six clients, American Assets Capital Advisers, LLC's largest client by number of accounts is high net worth investors, although it also caters to seven high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 7% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 46.67%
- Other Individuals - 0%
- Corporations - 46.67%
- Charitable Organizations - 6.67%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
American Assets Capital Advisers, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at American Assets Capital Advisers, LLC
San Diego, CA
La Jolla, CA
La Jolla, CA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.