Embarcadero Capital Advisors, Inc.

Overview

Embarcadero Capital Advisors, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients and positions itself as a capital allocator, using outside managers as part of its investment approach. It charges a mix of fee structures — percentage of AUM, hourly work, fixed fees and performance-based arrangements — and offers financial planning alongside portfolio management for individuals, small businesses and institutional/business clients. Service offerings include financial planning, pension consulting-related work, manager selection and educational seminars. The firm reports an affiliation with an insurance company and indicates it is not an active ESG investor. Although it is SEC-registered, the firm is not described as a multi-state or newly formed adviser in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives