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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-14-2021
- Office Locations
- 2
Office Locations
About Pearl Capital Investments
Pearl Capital Investments is a Texas-registered RIA (founded 2021) focused on monetizing individual-equity and broad equity-market volatility. The strategy combines high-quality equity selection with an options overlay—selling cash-secured puts and covered calls—to generate current income from option premiums and dividends while managing buy-and-hold risk. Led by founders Mike Pearl and John Elvig.
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Owner & Executives
John Frithjof Elvig
Chief Compliance Officer, Chief Operating Officer, FOUNDER
- CRD
- #7443303
- Ownership
- 50% but less than 75%
Michael Calvit Pearl
Certified Financial Planner, Chief Executive Officer, Chief Investment Officer, FOUNDER
- CRD
- #7443304
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,970,293 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,970,293 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,970,293
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $223,345,908 | 14.9% |
| Equity - Exchange | $455,685,612 | 30.4% |
| Public Funds | $614,575,989 | 41.0% |
| Cash | $205,358,319 | 13.7% |
| Total | $1,498,965,828 | 100.0% |