Wide Eye Capital

Overview

Wide Eye Capital is a small, independent Registered Investment Adviser operating as a limited liability company that serves individual and family clients. The firm runs a fee mix that includes a percentage of assets under management, hourly billing and fixed fees, and offers core advisory services such as financial planning and portfolio management for individuals and small businesses. Ancillary services include security ratings and pricing support, market timing services and client education through seminars and workshops. Investment behavior is biased toward liquid equity exposures: the firm lists a clear preference for exchange-traded equities and uses both individual stocks and ETFs as primary portfolio building blocks. Given the firm’s size and business activities, portfolios are likely customized and implemented through managed accounts and a mix of pooled products where appropriate. Wide Eye Capital does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices