Sulzberger Capital Advisors, Inc.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 174673
- Registered since
- June 12, 2026
- Website
- www.sulzbergercapital.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.2%
- Individuals9.37%
- Pension & Profit Sharing Plans0.85%
- Corporations / Businesses0.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sulzberger Capital Advisors, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2026. The firm charges clients on a percentage-of-AUM basis and serves both individual & family clients and institutional mandates. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents6%
- Other3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$56M in ETFs
71%
$39.5M
27%
$16.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $12.7M | 115,041 | 22.67% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 4500 Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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