Overview

Headquarters
Los Angeles, CA
Total Firm Assets
$144 million
Average High-Net-Worth Client Portfolio Size
$5.7 million

Fee Disclosure

Source: AQUA CAPITAL ADVISORS FORM ADV PART 2A & 2B SUPPLEMENTS (2026-04-20) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.15%
$1,000,001 $5,000,000 0.85%
$5,000,001 $10,000,000 0.75%
$10,000,001 and above 0.65%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,500 1.15%
$5 million $45,500 0.91%
$10 million $83,000 0.83%
$50 million $343,000 0.69%
$100 million $668,000 0.67%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
95.52%
Number of High-Net-Worth Clients
24
Total Client Accounts
167
Discretionary Accounts
167

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
151887
  • AQUA CAPITAL ADVISORS FORM ADV PART 2A & 2B SUPPLEMENTS (2026-04-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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