ASYMMETRIC ADVANTAGE CAPITAL MANAGEMENT, LLC
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
FINTRXOverview
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
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 Equities89%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2MARAT MOR
Chief Investment OfficerCRD 5916568
PAUL PINEDA
Co-Founder and CEOCRD 4616313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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