Overview
- Total Firm Assets
- $100 million
- Average High-Net-Worth Client Portfolio Size
- $1.1 million
- Stated Minimum Account Size
- $10,000
Fee Disclosure
Source: ADV PART 2A-APPROACH CAPITAL LLC (2026-07-21) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | and above | 0.65% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $43,000 | 0.86% |
| $10 million | $75,500 | 0.76% |
| $50 million | $335,500 | 0.67% |
| $100 million | $660,500 | 0.66% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 95.00%
- Number of High-Net-Worth Clients
- 85
- Total Client Accounts
- 235
- Discretionary Accounts
- 235
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 291807
- ADV PART 2A-APPROACH CAPITAL LLC (2026-07-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗