Germana Capital LLC

Overview

Germana Capital LLC is an independently owned, limited liability wealth advisory firm that serves both individuals and families as well as some institutional clients. The firm focuses on financial planning and portfolio management for individuals and small businesses. Ownership is individual rather than institutional, and the advisor charges a mix of percentage-of-AUM, hourly, and performance-based fees. Germana Capital is registered to operate in Florida and Texas. The firm indicates a preference for equity-driven portfolios and does not position itself as an ESG-focused manager. Its advisory scope centers on wealth planning and discretionary portfolio management rather than pension consulting or multi-state advisory scale initiatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices