White Wolf Capital Advisors, LLC
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Overview
White Wolf Capital Advisors, LLC operates as a financial advisor firm headquartered in Miami, Florida. It oversees $570.4 million in assets throughout 30 client accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 13 financial advisors. White Wolf Capital Advisors, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as stocks, options and bonds.
White Wolf Capital Advisors, LLC manages nine of its client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without needing to seek the client's authorization. The company also administers 21 non-discretionary accounts with a total of $498.6 million in AUM. The company manages about $19.0 million for each account. The average advisor at White Wolf Capital Advisors, LLC oversees around two client accounts, making it one of the most individualized financial advisor firms in the country.
White Wolf Capital Advisors, LLC's main office is at 501 Brickell Key Drive, Miami, Florida 33131. The company is legally allowed to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
White Wolf Capital Advisors, LLC by the Numbers
$570.4 million
16
30
$19.0 million
Fee Structure
Financial advisory fees largely vary depending on the services provided. However, fees billed by White Wolf Capital Advisors, LLC can consist of the following fee structures: asset-based or performance-based. White Wolf Capital Advisors, LLC does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
White Wolf Capital Advisors, LLC works with pooled investment vehicles. Out of its 30 customers, White Wolf Capital Advisors, LLC's biggest client type is pooled investment vehicles. None of the firm's clients reside abroad.
- 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
White Wolf Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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