Attessa Capital LLC
Firm details
- Headquarters
- Tucson, Arizona
- CRD number
- 306827
- Registered since
- February 2, 2024
- Website
- bgkcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI81.9%
- Individuals15.68%
- Corporations / Businesses1.79%
- Charitable Organizations0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Attessa Capital LLC is an independent registered investment adviser that began its SEC registration in 2024. Structured as an LLC and owned by domestic individuals, the firm serves both individual and family clients as well as institutional investors. Its fee arrangements include percentage-of-AUM billing plus other fee structures. Core advisory services listed on its Form ADV are financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not 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
- Public Funds/Mutual Funds89%
- Private Funds4%
- US Government Bonds3%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 7
David Kornberg
PartnerCRD 6073672
Matthew Harrison
PartnerCRD 5603816
Alec Berens
PartnerCRD 6504172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$280M in ETFs
100%
$279M
0%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $76.1M | 99,828 | 27.16% |
Location
Tucson, AZ
Pima
Location
Tucson, AZ
Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 3900 E Via Palomita
- Time zone
- MT (UTC-7)
- Office locations
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