Acsb Capital Management, LLC

RIASEC Registered
Total AUM
$14.1M
Discretionary
$0
0% of AUM
Avg account
$287K
Accounts
49
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
131651
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI79.46%
  • Individuals20.54%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Acsb Capital Management, LLC is a small, owner-operated investment adviser organized as an LLC that serves individual and family clients. The firm acts primarily as a capital allocator and adviser rather than a discretionary portfolio manager: its filings show the firm manages client assets on a non‑discretionary basis and provides portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting. Fee billing is a mix of percentage of assets under management and hourly charges. Investment activity centers on public mutual funds as the primary vehicle for client exposure, supplemented by allocations to external alternative managers across hedge funds, real estate, commodities and oil & gas. The firm is not an active ESG investor and is not structured as a multi‑state or affiliated adviser network; its operating footprint and staffing appear focused and boutique in scale.

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: Public Funds/Mutual Funds 48%, Cash & Cash Equivalents 28%, Exchange Traded Equities 22%, Derivatives 2%48%
  • Public Funds/Mutual Funds48%
  • Cash & Cash Equivalents28%
  • Exchange Traded Equities22%
  • Derivatives2%

Owners & executives

1 of 1
  • Julito Francis

    Julito Francis

    Chief Investment OfficerCRD 4606624

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

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth