Enhancing Capital LLC
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Overview
Enhancing Capital LLC is a financial advisor firm that has its headquarters in Harrisburg, Pennsylvania. It has $293.6 million in assets under management throughout 38 accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 4 financial advisors. Enhancing Capital LLC is not a registered broker-dealer, signifying that 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 company to do so. Securities are exchangable financial investments like stocks, options and bonds.
Enhancing Capital LLC administers all of the company's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions for the client's account are made by an investment advisor without needing to seek the customer's consent. The firm oversees about $7.7 million in assets for each client account. The typical financial advisor at Enhancing Capital LLC manages around ten client accounts, placing it among the more individualized financial advisor firms in the country.
Enhancing Capital LLC's central office is located at 7300 Derry Street, Harrisburg, Pennsylvania 17111. The firm is permitted to provide services to investors across a few states, including Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Enhancing Capital LLC by the Numbers
$293.6 million
4
38
$7.7 million
Fee Structure
Fees charged by financial advisors are based on which services are provided. However, fee types charged by Enhancing Capital LLC most likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
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 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
The firm works with a number of different clients. The company works with retail investors, high net worth investors, pooled investment vehicles, insurance companies and corporations. Out of its 38 accounts, Enhancing Capital LLC's largest client type by number of accounts is corporations, although it also caters to five high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 23.81%
- Other Individuals - 23.81%
- Corporations - 52.38%
- 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
Enhancing Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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