Counterstrike Capital
Firm details
- Headquarters
- ,
- CRD number
- 299664
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.68%
- Individuals1.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Counterstrike Capital is a small, independent registered investment adviser operating as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and also provides trust-company services, indicating it can support custody, fiduciary or estate-related needs beyond standard advisory work. Counterstrike Capital is not positioned as a capital allocator or a pension consultant; its client base is primarily individual and family relationships. The firm reports a clear preference for equities, using exchange-traded instruments as the primary building blocks of client portfolios, and does not emphasize ESG investing.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities57%
- US Government Bonds15%
- Derivatives15%
- Investment Grade Corp Bonds10%
- State & Local Bonds1%
Contacts
1 of 1
Michael Pindzola
PresidentCRD 5911017
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations