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AETOLIA CAPITAL LLC

Advisory

DE

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account
$500K
across 89 accounts
AUM per adviser
$45M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$45M
Discretionary %
100%
Clients
55
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients55
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDE, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

LDL CAPITAL MANAGEMENT, LLC
$45M
NEXGEN INVESTMENTS LLC
$45M
ALL ONE WEALTH, LLC
$46M
CARL F. PETERSEN, INC.
$43M
STEVARD LLC
$43M
0.0% 1Y
INVESTIRE LLC
BUENOS AIRES, DE
$46M

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