Overview
Assets Under Management: $103 million
Headquarters: NEWCASTLE, CA
High-Net-Worth Clients: 84
Average Client Assets: $1.0 million
Frequently Asked Questions
UNCOMMON CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226622), UNCOMMON CAPITAL, LLC is subject to fiduciary duty under federal law.
UNCOMMON CAPITAL, LLC is headquartered in NEWCASTLE, CA.
UNCOMMON CAPITAL, LLC serves 84 high-net-worth clients according to their SEC filing dated May 23, 2018. View client details ↓
According to their SEC Form ADV, UNCOMMON CAPITAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
UNCOMMON CAPITAL, LLC manages $103 million in client assets according to their SEC filing dated May 23, 2018.
According to their SEC Form ADV, UNCOMMON CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.32%
Average Client Assets: $1.0 million
Total Client Accounts: 1,044
Discretionary Accounts: 510
Non-Discretionary Accounts: 534
Regulatory Filings
CRD Number: 226622
Filing ID: 1219691
Last Filing Date: 2018-05-23 15:29:00