Platler Capital Management LLC

Overview

Platler Capital Management LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a blend of percentage-of-AUM and hourly fees, and it operates primarily with non‑discretionary mandates. Investment activity centers on publicly traded pooled vehicles—mutual funds and similar public funds are the backbone of client portfolios—while access to externally managed alternative funds is available for clients when appropriate. The firm is not positioned as an ESG specialist, it does not present itself as a multi‑state adviser, and it does not act as a capital allocator. Advisory activity is concentrated on straightforward wealth management and planning work rather than institutional or pension consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices