Embarcadero Capital Advisors, Inc.

Overview

Embarcadero Capital Advisors, Inc. is an independent, privately owned wealth advisory firm organized as a corporation that primarily serves individual and family clients. The firm functions as a capital allocator and offers a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and the ability to charge performance-based fees. Advisory services cited in regulatory filings include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension‑related consulting, and educational seminars/workshops. Embarcadero does not position itself as an ESG investor and lists state registrations in Arizona, California, Nevada and Texas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices