ASYMMETRIC ADVANTAGE CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$51.4M
Discretionary
$51.4M
100% of AUM
Avg account
$365K
Accounts
141
Employees
2
Advisory reps
2

Firm details

Headquarters
BELLEVUE, Washington
CRD number
157549
Website
aadvcm.com
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI82.35%
  • Individuals17.57%
  • Charitable Organizations0.08%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Asymmetric Advantage Capital Management, LLC is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients. The firm runs a fee model that includes asset-based fees, hourly and fixed-fee engagements, and the ability to charge performance-based fees for certain relationships. Its reported advisory work centers on financial planning and portfolio management for individuals and small businesses. Investment activity shows a clear tilt toward public equities, with a stated preference for exchange-traded instruments. The firm appears to construct portfolios around separately managed account (SMA) structures and exchange-traded equities, suggesting a bias for liquid, transparent holdings that are easy to trade and oversee at the account level. Asymmetric Advantage does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 1%89%
  • Exchange Traded Equities89%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • MARAT MOR

    Chief Investment OfficerCRD 5916568

  • PAUL PINEDA

    Co-Founder and CEOCRD 4616313

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
40 Lake Bellevue Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth