Festog Capital, LLC

Overview

Festog Capital, LLC is a small, fee-based registered advisor that manages discretionary portfolios for individual and family clients, with an emphasis on equity exposure. The firm runs accounts on a percentage-of-AUM fee model and focuses on day-to-day portfolio management for individuals and small businesses rather than institutional or pension advisory work. Filing data show a clear preference for liquid, exchange-listed instruments—Festog structures most client portfolios around exchange-traded equities and ETFs, using mutual funds as a supplementary vehicle. The adviser is not positioned as an ESG investor and does not list multi-state or pension-consulting practices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices