Acosta Capital Advisors

Overview

Acosta Capital Advisors is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves a handful of individual and family clients, providing financial planning and discretionary portfolio management tailored to individuals and small-business owners. Fee arrangements include a percentage-of-AUM component alongside fixed fees and other billing structures. The firm does not present itself as an ESG-focused manager, is not identified as a multi-state adviser, and does not operate as a pension consultant or related adviser. Investment activity leans toward pooled public vehicles rather than direct single-stock strategies. The adviser operates with a concentrated client roster and a hands-on service model typical of boutique RIAs that manage modest but fully discretionary portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices