ATTICUS CAPITAL ADVISORS LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 288009
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.55%
- Individuals22.43%
- Corporations / Businesses0.03%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Atticus Capital Advisors LLC is a small, fee-based advisory firm that manages portfolios for individuals and families, including small business owners. The firm runs a discretionary portfolio management model and allocates capital mainly to liquid, publicly traded vehicles rather than complex private strategies. Its investment approach emphasizes pooled public funds and fixed income instruments, with portfolio construction geared toward traditional diversification and risk management for private clients rather than institutional-style mandate work. The firm’s client base and fee model — percentage of assets under management — point to a conventional RIA relationship: ongoing advisory oversight, rebalancing and income management for taxable and retirement accounts. Atticus Capital Advisors LLC does not position itself as an ESG specialist, pension consultant or multi-state adviser; instead its activity centers on personalized portfolio management for individual and family households.
Assets & Accounts
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 Funds52%
- Exchange Traded Equities43%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
1 of 1ROBERT COLEY
President and Chief Investment OfficerCRD 4749533
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 828 East Blvd
- Time zone
- ET (UTC-5)
- Office locations
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