Attessa Capital LLC

RIASEC RegisteredEst. 2024
Total AUM
$344M
Discretionary
$344M
100% of AUM
Avg account
$491K
Accounts
699
Employees
7
Advisory reps
7

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

FINTRX

Overview

Attessa Capital LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm works with both individual and family clients as well as institutional clients and charges fees based in part on a percentage of assets under management (plus other arrangements). Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and the firm also publishes periodic newsletters. An affiliation with an accounting professional is listed among its industry connections. Attessa is not positioned as an ESG-focused allocator and does not describe itself as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 89%, Private Funds 4%, US Government Bonds 3%, Exchange Traded Equities 2%, Cash & Cash Equivalents 1%89%
  • Public Funds/Mutual Funds89%
  • Private Funds4%
  • US Government Bonds3%
  • Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Contacts

3 of 7
  • David Kornberg

    David Kornberg

    PartnerCRD 6073672

  • Matthew Harrison

    Matthew Harrison

    PartnerCRD 5603816

  • Alec Berens

    Alec Berens

    PartnerCRD 6504172

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 33

Active vs passive

$264M in ETFs

Passive

100%

$263M

Active

0%

$1.3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$70M93,72926.47%
Unlock additional holdings →

Location

Primary office

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

Similar firms

Treiberg Wealth Management

RIA

Tucson, AZ

AUM $325MTEAM 6REPS 3

Southwest Investment Advisors, Inc.

RIA

Tucson, AZ

AUM $387MTEAM 5REPS 4

Capital West Partners, LLC

RIA

Tucson, AZ

AUM $300MTEAM 3REPS 2

Greenberg Financial Group

RIA

Tucson, AZ

AUM $407MTEAM 10REPS 6

Sterling Investment Management, LLC

RIA

Tucson, AZ

AUM $409MTEAM 8REPS 5

Gordian Advisors, LLC

RIA

Tucson, AZ

AUM $265MTEAM 3REPS 3
More RIAs in Tucson →All Arizona RIAs →