Precision Capital Advisors, LLC
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Learn more about Precision Capital Advisors, LLC
Overview
Precision Capital Advisors, LLC operates as a financial advisor company located in Greenwich, Connecticut. The company controls $2.1 billion in assets over 30 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). It has a small team, including 4 financial advisors. Precision Capital Advisors, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as equities, bonds and options.
Precision Capital Advisors, LLC oversees the majority of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions for the client's account are made by a portfolio manager without requiring the customer's approval. The company also manages one non-discretionary accounts totaling $83.3 million in assets. The company's typical account size is $68.9 million. An average financial advisor at Precision Capital Advisors, LLC administers about eight client accounts, placing it among the more individualized financial advisor firms in the country.
The company's main office is at 171 Greenwich Avenue, Greenwich, Connecticut 6830. The firm is legally permitted to serve investors across 2 states, including Connecticut and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Precision Capital Advisors, LLC by the Numbers
$2.1 billion
8
30
$68.9 million
Fee Structure
A financial advisor's fees typically vary depending on the services offered. Fees billed by the firm likely consist 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 offered by Precision Capital Advisors, 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
It provides services to pooled investment vehicles and pension plans. Out of its 30 accounts, Precision Capital Advisors, LLC's biggest client type by number of accounts is pooled investment vehicles. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Precision Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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