CAPITAL UNITED INVESTMENTS LLC

Overview

Capital United Investments LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm lists financial planning and portfolio management for both individuals/small businesses and businesses/institutions among its advisory services, and also identifies pension consulting services in its offering mix. As a business activity it also operates as a real estate broker, which complements its use of real estate as an alternative exposure. Fee arrangements include a percentage-of-AUM component, hourly charges for planning work, and the ability to negotiate performance-based fees, indicating the firm blends ongoing asset management with project-based advisory work. Investment positioning is equity‑centric. The adviser’s stated preference is for exchange‑traded equities, suggesting a focus on liquid, listed instruments (both individual stocks and ETFs). At the same time the firm allocates to alternative strategies through third‑party managers — hedge funds, real estate, commodities and oil & gas — and uses mutual funds and corporate debt for additional diversification and fixed‑income exposure. The firm does not identify as an active ESG investor and is organized as a limited liability company under individual ownership.

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