ATTESSA CAPITAL LLC
SEC RegisteredInvestment & Wealth Management for individuals, corporations, and non-profits
About the firm
Attessa Capital was founded to provide institutional-class investment management services to its clients, with a goal to maximize long-term, risk-adjusted returns and be a comprehensive source for clients' investment management needs. The firm's philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients. Attessa Capital is a fee-only registered investment advisor that acts as a fiduciary and receives no compensation from third-parties.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, tax planning, due diligence on outside investments (including real estate, business transactions, private equity, private credit, and venture capital), financial and estate planning, and trust and corporate services. Services are integrated with other aspects of a client's financial life, either directly or through coordination with attorneys, accountants, and other providers.
Who they serve
Individuals, corporations, and non-profits
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 125 | $54M |
| High Net Worth Individuals | 116 | $281M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 1.00% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATTESSA CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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