Modesto Capital

Overview

Modesto Capital is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm offers fee-based financial planning and portfolio management for individuals and small businesses, and it lists pension consulting services and educational seminars among its client-facing activities. Modesto Capital manages a compact book of discretionary relationships and leans on pooled public funds for core exposures rather than maintaining a large roster of direct equity positions. The firm’s fee arrangements are flexible, combining a percentage-of-AUM charging model with hourly and fixed-fee engagements depending on client needs. Modesto Capital is not positioned as a capital allocator — it does not act as a fund-of-funds manager — but it does incorporate third‑party real estate strategies to provide alternative exposure alongside mutual fund allocations. The adviser does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices