Alliant Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 143596
- Website
- www.alliantcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.13%
- Individuals11.7%
- Banking / Thrift Institutions1.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alliant Capital Management LLC is a small, privately owned advisory firm that manages discretionary portfolios primarily for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and concentrates on equity-centered discretionary separate managed accounts (SMAs). It is not positioned as a multi-state or ESG-focused adviser, and it does not act as a pension consultant or a capital allocator. Advisory services are centered on portfolio management for individual/small business clients and for business or institutional accounts, with portfolio construction favoring exchange-traded equity exposure and active SMA management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents13%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1Thomas Lear
President & OwnerCRD 2250225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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