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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-17-2024
- Office Locations
- 1
Office Locations
About Philipp Capital Advisors
Philipp Capital Advisors is an independent, boutique RIA in the Cleveland-area focused on bespoke investment management and comprehensive financial planning for a small number of individuals and families. The firm emphasizes long-term, ethical stewardship and an aversion to fads, aiming to build wealth through disciplined, compounding-focused portfolios. Client plans may include retirement, tax, estate, insurance, and business planning, with custody including Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ADAM PHILIPP
Chief Compliance Officer, FOUNDER
- CRD
- #7497098
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,340,587 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,340,587 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,340,587
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $338,106,222 | 12.1% |
| Equity - Exchange | $421,934,211 | 15.1% |
| Cash | $561,647,525 | 20.1% |
| Municipal Bonds | $413,551,412 | 14.8% |
| U.S. Government/Agency | $396,785,814 | 14.2% |
| Equity - OTC | $662,241,112 | 23.7% |
| Total | $2,794,266,296 | 100.0% |