Capital Performance Advisors LLP is a large advisory firm based in Walnut Creek. It manages $965.99 million of regulatory assets for 2,381 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Florida, and 8 other states.
Capital Performance Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Performance Advisors LLP is $965.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and $6.13 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Capital Performance Advisors LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Capital Performance Advisors is high net worth individuals with 220 clients and $568.3 million of assets under management. Among the 11 most similar advisory firms, Capital Performance Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $965.99 million for 923 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Capital Performance Advisors doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capital Performance Advisors LLP performs its advisory services is located at 165 Lennon Lane, Walnut Creek, CA 94598 The mailing address of the firm is P.O. Box 30307, Walnut Creek, CA 94598. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925.938.5188 or by fax 925.945.8371. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at twdadvisors.com.