MOTT CAPITAL MANAGEMENT LLC

Overview

Mott Capital Management LLC is a small, client-focused investment adviser organized as a limited liability company and run by an individual owner. The firm concentrates on portfolio management for individuals and small businesses, with a clear preference for equities as the primary source of return. Its business model is fee-based, including a percentage-of-AUM component plus subscription and other fee arrangements. The adviser is not positioned as an ESG-driven manager and does not identify as a multi-state or pension consultant adviser. Investment activity centers on exchange-traded securities and mutual funds, with discretionary authority over nearly all client assets. Given the firm’s size and custodian choice, the investment approach appears to favor liquid, tradeable instruments and a hands-on management style for individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices