Culture Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$76,000
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$38,000
About
The firm provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, offering tailored investment policy statements and periodic account reviews. Services cover traditional securities and a range of alternative vehicles, with fee arrangements based on assets under management.
The firm employs a mix of analytical approaches — including fundamental, quantitative, technical, and modern portfolio theory — and uses long‑ and short‑term trading, options strategies, and allocations to alternative investments such as real estate funds, hedge funds, private equity, commodities and precious‑metal ETFs. It generally operates on a non‑discretionary basis, requiring client authorization before effecting trades.
What is distinctive is the firm’s small scale and business model: a solo adviser managing a very limited client base while offering access to complex and commissionable financial products. The principal is also a licensed insurance agent and may recommend insurance and other commissionable products, creating potential conflicts of interest that the firm discloses and manages.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Wealth management
Fee options
Financial planning fees range from $250 to $750
2.00% annually
Account minimum: $1,000
Main office location
Culture Capital Partners, LLC
Woodland Hills CA, United States
Number of offices
1
Most active in
Culture Capital Partners, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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