Katz Capital Advisors

Overview

Katz Capital Advisors operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm also engages in insurance brokerage activities, which adds a layer of financial service offerings to its clients. The firm does not classify itself as a capital allocator and does not actively pursue ESG investments. Katz Capital Advisors maintains a straightforward fee structure, charging clients a percentage of assets under management and fixed fees for its services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices