ADUNA CAPITAL

Overview

Aduna Capital is a small, independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm runs entirely discretionary portfolios and leans toward publicly traded equities and exchange-traded vehicles as the primary building blocks of client portfolios. Advisory services include financial planning, portfolio management for individuals and small businesses, and publishing periodicals or newsletters; the firm also operates as an insurance broker. Aduna Capital is not an active ESG investor and does not present as a multi-state adviser. Investment practice emphasizes liquid, exchange-listed instruments rather than private or pooled structures. Portfolios appear concentrated on equity exposures delivered through exchange-traded equities and ETFs, supplemented by separately managed account (SMA) structures for tailored allocations. The firm’s activities suggest a focus on straightforward implementation and direct market access rather than complex capital allocation or institutional-style alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices