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- Custodian
- Altruist · Ascensus · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Bridge vitalFoundation fusion +more
- Established Date
- 07-12-2024
- Office Locations
- 1
Office Locations
About Perfetta Capital, LLC
Perfetta Capital is an Atlanta-based RIA led by Michael Brooks providing financial planning and investment guidance. The firm emphasizes a process-driven approach that pairs sound investment principles with technology, and publishes regular market updates and research. Portfolios are built primarily with public funds and ETFs, with noted use of index and tax-efficient strategies; custody includes Altruist and Schwab.
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Owner & Executives
MICHAEL HARRISON BROOKS
Chief Compliance Officer, Founder, Investment Advisor, MANAGING PRINCIPAL
- CRD
- #5439554
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,775,851 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,775,851 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,775,851
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $465,072,737 | 15.8% |
| Equity - Exchange | $997,845,936 | 33.9% |
| Cash | $1,097,924,879 | 37.3% |
| Private Funds | $382,654,784 | 13.0% |
| Total | $2,943,498,336 | 100.0% |