Geocapital LLC
Answer a few questions and
get matched with an advisor.
Learn more about Geocapital LLC
Overview
Geocapital LLC is located at 500 Mamaroneck Avenue, Harrison, NY. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Geocapital LLC is not a registered broker-dealer.
Geocapital LLC oversees $55.2 million in assets under management across 47 accounts, of which 46 are discretionary and 1 is non-discretionary. The services offered include portfolio management for individuals and small businesses, as well as other services. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Geocapital LLC is asset-based. The firm has 18 high net worth clients.
Geocapital LLC is registered in the states of California, Delaware, Florida, Massachusetts, and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Geocapital LLC by the Numbers
$55.2 million
2
47
$1.2 million
Fee Structure
Financial advisory fees usually vary depending on the financial services offered. Fees charged by Geocapital LLC typically consist of the following fee structure: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
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
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with retail investors and high net worth investors. Out of its 2 clients, Geocapital LLC's biggest client group by number of accounts is other investment advisers, although it also serves 18 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 39.13%
- Other Individuals - 60.87%
- Corporations - 0%
- 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.
Find an advisor who will work directly with you
SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
Disclosures
Geocapital LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find an advisor that will serve your area
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. 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.