Approach Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 291807
- Registered since
- May 29, 2026
- Website
- www.approachcp.com
- Custodians
- CHARLES SCHWAB & CO., INC., VANTAGE SELF DIRECTED RETIREMENT PLANS
- Fee structure
- Percentage of AUM
- Client types
- HNWI95%
- Individuals5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Approach Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2026 and focuses on fee-based portfolio management charged as a percentage of assets under management. Its client base is individuals and families, and its advisory mandate explicitly includes portfolio management for individuals and small businesses. Approach Capital does not identify itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds30%
- Investment Grade Corp Bonds28%
- Private Funds20%
- Non-Exchange Traded Equities15%
- Exchange Traded Equities5%
Contacts
1 of 1
Gregory Stott
PrincipalCRD 4518393
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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