Norberg Capital Management, LLC

Overview

Norberg Capital Management, LLC is a small, client-focused RIA that manages concentrated portfolios for high-net-worth individuals and families. The firm’s stated activity centers on portfolio management for individuals and small businesses and it charges fees as a percentage of assets under management. Investment preferences show a clear tilt toward equities, implemented largely through exchange-traded instruments. The adviser does not identify as an active ESG investor and operates as a single-state, single-office practice, suggesting a boutique, relationship-driven model rather than a national platform. Portfolios appear managed with a mix of discretionary mandates and non-discretionary relationships, giving clients the option for delegated management or more hands-on oversight. Given the low client count and the sizable average account, the firm likely delivers tailored allocations and direct oversight for each relationship rather than mass-market model portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices