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 an independent, privately owned RIA organized as an LLC and focused on fee-based portfolio management for individuals and small businesses. The firm positions itself as a traditional advisor serving individual and family clients on an assets-under-management fee schedule. Its stated advisory activity centers on discretionary portfolio management rather than pension consulting, multi-state practice, or specialized capital allocation. The adviser does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth 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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