Aztec Capital LLC

Overview

Aztec Capital LLC is a small, single-office registered investment adviser that serves individual and family clients along with small businesses. The firm operates as a limited liability company and runs a compact, active trading approach rather than a traditional buy-and-hold wealth management platform. Its advisory remit includes portfolio management for individuals and small businesses and the publication of periodicals or newsletters, suggesting the firm combines client portfolio management with market commentary or research distribution. The firm’s fee model is atypical for a typical RIA: it charges subscription fees alongside performance-based fees, which aligns with an active, manager-driven strategy and the use of outcome- or incentive-oriented mandates. Aztec Capital is not a multi-state adviser, does not market itself as an ESG-focused manager, and does not act as a capital allocator for external private funds in the classic sense; its structure and fees point toward hedge-style, opportunistic management at a small scale.

Assets & Accounts

Investments & Alternatives

Location & Offices