SOCIALTRADER

Overview

Socialtrader is an independent registered investment adviser organized as a corporate entity and registered with the SEC in 2023. The firm focuses on serving individual and family clients with an advisory mix that includes financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Its fee model combines a percentage-of-AUM component with subscription fees and performance-based fees, signaling a mix of standard portfolio advisory work and paid content or performance-linked strategies. Investment activity is tilted toward equities: exchange-traded equities are the dominant instrument in the firm’s small asset base. The adviser reports a preference for equity exposure while also listing a range of alternative allocations in its toolkit. Socialtrader operates predominantly in a non-discretionary capacity, meaning clients retain trading authority while the firm provides guidance, model ideas and periodic allocations that clients can implement through their custodial accounts.

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Public Holdings

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Location & Offices