Capital United, LLC

Overview

Capital United, LLC is an independent, individually owned RIA that registered with the SEC in 2024 and structures its fees both as a percentage of assets under management and with performance-based components. The firm focuses its advisory activity on portfolio management for pooled investment vehicles rather than serving a traditional roster of retail advisory accounts. Capital United identifies as an active ESG investor, incorporating environmental, social or governance considerations into its investment approach. The firm is not categorized as a multi-state adviser in the snapshot data, and it is set up as a limited liability company. Its capital-allocation role is limited — the firm acts as an allocator to third-party managers rather than as a multi-product capital allocator firm.

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