CRD: 329285
Embarcadero Capital Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2024
- Office Locations
- 3
Office Locations
About Embarcadero Capital Advisors, Inc.
Embarcadero Capital Advisors is a California-registered RIA operating as an accessible multi-family office for affluent individuals, families, and entrepreneurs. The firm delivers centralized wealth management spanning tailored investment strategy, tax and estate planning, philanthropic and succession/governance guidance, risk management, and family financial education, with concierge-style support. Portfolios emphasize asset allocation using ETFs/index funds; Schwab is a key custodian. New clients are primarily referral-based, with annual capacity reviews.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Parker Terrill Austin
Chief Executive Officer, President
- CRD
- #6270114
- Ownership
- 50% but less than 75%
Geoffrey Erik Fellows
Chief Compliance Officer, Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- #6262972
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Abigail Adjatey
Investment Analyst
- CRD
- --
Parker Terrill Austin
Chief Executive Officer, President
- CRD
- #6270114
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,000,000 | $341,880 |
| Non-Discretionary | $0 | -- |
| Total | $60,000,000 | $341,880 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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