Frequency Capital Advisors, LLC

Overview

Frequency Capital Advisors, LLC is a small, privately held advisory firm organized as an LLC that provides discretionary portfolio management for individual clients, small businesses, and institutional business clients. The firm charges either a percentage-of-assets fee or fixed fees, indicating it operates both traditional AUM-based relationships and flat-fee advisory arrangements. Public records show no emphasis on ESG strategies, and the adviser is not identified as a multi-state manager or a capital allocator to external alternative managers. The available profile suggests a conventional advisory focus built around pooled investment products rather than direct alternative asset oversight. Frequency Capital Advisors positions itself as a portfolio manager rather than a sponsor of proprietary investment products. That orientation, combined with the fee options, points to a model where the adviser constructs and monitors diversified holdings on behalf of clients, likely relying on third-party mutual fund vehicles and standard equity and fixed-income exposures to implement client strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices