Networth Capital

Overview

Networth Capital is an independent registered investment adviser organized as a corporation and registered with the SEC in 2023. The firm serves individual and family clients and offers financial planning and portfolio management tailored to individuals and small businesses. Ownership is held by an individual, and the firm does not operate as a capital allocator; instead it directs client capital into third-party managers and vehicles when alternatives are used. The adviser employs a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and the ability to charge performance-based fees — which suggests flexibility for bespoke planning clients and for strategies that carry incentive compensation. Networth Capital is not an active ESG investor, is not a multi-state adviser, and does not provide pension consultancy or act as a related adviser. The firm lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives