8020 Capital LLC

RIASEC Registered
Total AUM
$48.5M
Discretionary
$48.5M
100% of AUM
Avg account
$1.2M
Accounts
41
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
317717
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

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Overview

8020 Capital LLC is an independent RIA that focuses on wealth management for individuals and families, with core services in financial planning and portfolio management for individuals and small businesses. The firm runs fee-based relationships charged as a percentage of assets under management and operates as an owner-led limited liability company. Investment stance is equity‑centric: the manager preference is to allocate the bulk of client capital to exchange‑traded equities and related ETF exposures, supplemented by third‑party mutual funds and selected alternative allocations. The firm does not position itself as an ESG investor and is not structured as a multi‑state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, US Government Bonds 17%, Cash & Cash Equivalents 4%79%
  • Exchange Traded Equities79%
  • US Government Bonds17%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Thomas Carlson

    Thomas Carlson

    Founder & Portfolio ManagerCRD 2458711

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth