EG Capital Management LLC

Overview

EG Capital Management LLC is a small, independent registered investment adviser focused on delivering fee-based financial planning and portfolio management to individual and family clients. The firm combines percentage-of-AUM, fixed-fee and performance-fee arrangements, which allows flexibility in billing for ongoing advice and project work. Its advisory mandate covers financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. Investment activity centers on equity-driven portfolios, with a clear preference for exchange-traded instruments. The firm also integrates mutual funds for core diversification and maintains exposure to digital currency as an alternative allocation. With a single-office operation and custodial relationships tailored for active trading, EG Capital Management positions itself as a boutique adviser that favors liquid public markets while dialing in select alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices