Additive Advisory And Capital, LLC

Additive Advisory And Capital, LLC (CRD# 283979) is a financial advisory firm headquartered in Memphis, TN. They manage $208,181,364 in 3 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $69,393,788
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, PA, TN, TX

Financial Advisors at Additive Advisory And Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey D. Engelberg
CRD#: 2371947
6075 Poplar Ave, Suite 221, Memphis, TN 38119
96
Wealthminder
score

Jeffrey Engelberg (CRD# 2371947) is an Investment Advisor Representative working at Additive Advisory And Capital, LLC in Memphis, TN and has over 18 years of experience in the finance industry.

2
Eugene M. Gard
CRD#: 5519143
6075 Poplar Ave, Suite 221, Memphis, TN 38119
96
Wealthminder
score

Eugene Gard (CRD# 5519143) is an Investment Advisor Representative working at Additive Advisory And Capital, LLC in Memphis, TN and has over 9 years of experience in the finance industry.

3
Fraser E. Marcus
CRD#: 707465
Dallas, TX
93
Wealthminder
score

Fraser Marcus (CRD# 707465) is an Investment Advisor Representative working at Additive Advisory And Capital, LLC in Dallas, TX and has over 35 years of experience in the finance industry.

4
Robert L. Specht
CRD#: 4849273
Wayne, PA
90
Wealthminder
score

Robert Specht (CRD# 4849273) is an Investment Advisor Representative working at Additive Advisory And Capital, LLC in Wayne, PA and has 1 year of experience in the finance industry.

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