Celtic Capital Corporation

Overview

Celtic Capital Corporation is a small, independent registered investment adviser organized as a corporation and owned by an individual. It serves a client base made up of individuals and families, delivering fee-based advice charged as a percentage of assets under management and focusing on financial planning and portfolio management for individuals and small businesses. The firm is not structured as a capital allocator or multi-state adviser and does not identify as an active ESG investor. Investment activity centers on a mix of public mutual funds for market exposure and allocations to private funds—primarily private placements and direct real estate interests. The firm’s regulatory filing also identifies business activity as an other financial product salesperson and shows an industry affiliation with a law firm, suggesting relationships that may support estate, tax or transaction work for clients. Given the firm’s size and client focus, portfolio construction appears geared to individualized, discretionary management rather than large-scale institutional solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices