ADB CAPITAL MANAGEMENT, LLC

Overview

ADB Capital Management, LLC is an independent, individual-owned RIA that runs a compact advisory business focused on discretionary portfolio management and financial planning for individuals, families and small institutions. The firm tilts decisively toward equity exposure, running separately managed accounts with a clear preference for exchange-traded equities as the primary building block. Advisory services enumerated in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are a mix of percentage-of-AUM and fixed fees. Investment activity centers on direct equity allocations supplemented by pooled products. The firm is not flagged as an active ESG investor and is not presented as a multi-state adviser. Alternative exposure is modest but present, with allocations to real estate through third-party managers. Mutual funds are used as complementary vehicles alongside ETFs and SMAs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices