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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-04-2021
- Office Locations
- 1
Office Locations
About Unlimited Capital Advisors LLC
Unlimited Capital Advisors is a New Jersey-based, fee-only RIA providing custom financial planning, discretionary investment management, and project-based consulting, including budgeting/education, family CFO-style bill pay and reporting, and business due diligence. Led by a CPA/CFP with institutional background (Deloitte, BlackRock), the team brings deep tax expertise; portfolios commonly use ETFs and are custodied at Interactive Brokers.
Team overview
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Investment Themes
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Platform
Services
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Owner & Executives
SHARIF ABDUL MUHAMMAD
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5717619
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,243,970 | -- |
| Non-Discretionary | $4,248,566 | -- |
| Total | $7,492,536 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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