Albert A. Caporaso & Associates, Inc.

Overview

Albert A. Caporaso & Associates, Inc. is a small, boutique advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm's stated fee model is a percentage of assets under management, and its investment posture favors equities — both exchange-traded vehicles and individual stocks — as the primary engine for client portfolios. The advisor is not flagged as an active ESG investor and operates as a single-office, single-state adviser. Custody relationships with Charles Schwab & Co., Inc. and Morgan Stanley Smith Barney LLC support execution and reporting across its account base. Investment placement appears centered on liquid public markets, with the manager supplementing core equity allocations with mutual funds and selective alternative exposure. Given the modest scale of total assets, allocations to alternatives are likely targeted rather than broad-based, intended to provide diversification and return enhancement alongside an equity-heavy core.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices