A-Team Advisors

Overview

A-Team Advisors is an independent, owner-operated registered investment adviser structured as an LLC that focuses on individual and family clients. The firm operates as a boutique advisory practice offering financial planning, portfolio management for individuals and small businesses, the selection and oversight of outside advisers, and client education through seminars and workshops. Fee arrangements skew away from AUM-based billing and toward hourly and fixed-fee engagements, which aligns with a planning-first relationship model and episodic project work. Investmently, the firm tilts heavily to equities—exchange-traded holdings make up the largest portion of assets—and it acts as a capital allocator when appropriate, placing client capital with third-party managers for specific alternative exposures. A-Team Advisors does not position itself as an ESG-focused manager and is not organized as a multi-state advisory platform; its activity profile is consistent with a small, advisor-led RIA that combines direct portfolio management with curated use of external funds and managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices