9i Capital Group LLC

Overview

9i Capital Group LLC is an independent registered investment adviser that serves both individual and institutional clients. The firm operates as a capital allocator, blending discretionary portfolio management and financial planning with access to third‑party managers across traditional and alternative strategies. Its advisory services include portfolio management for individuals and small businesses, financial planning, pension consulting support and the selection of outside advisers. Fee arrangements are flexible—ranging from percentage‑of‑AUM to hourly, subscription and fixed fees—indicating they tailor billing to client needs and engagement models. The firm reports a clear tilt toward liquid equity exposure as its primary portfolio building block while also deploying client capital to less liquid vehicles through external alternative managers. 9i Capital Group LLC is not positioned as an active ESG investor and is not characterized as a multistate adviser in its filing. The firm maintains an industry affiliation with an insurance company, which aligns with its use of insurance products such as annuities as part of its client solutions.

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Location & Offices