Analog Capital Partners

Name

Analog Capital Partners

Legal name

Analog Capital Partners LLC

Website

https://acpfo.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Advisory Fees (AUM-based): Fee-only fiduciary compensation based on assets under management (AUM). The firm operates on a transparent fee structure aligned with client interests, charging advisory fees of 0.6–1.0% per annum. No commissions, no products to sell, and no hidden incentives. The fee-only model ensures the firm's recommendations are measured against client plan objectives rather than product sales.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Analog Capital Partners is a fee-only registered investment adviser delivering integrated fiduciary wealth management to high net worth individuals. Services combine proprietary institutional-grade multi-asset portfolio construction (public equities, fixed income, real estate securities, precious metals, and alternatives) with strategic tax planning, estate and trust planning, founder/exit advisory, and family office coordination. Assets are custodied at Goldman Sachs, Schwab, and Apex, and advisory fees range from 0.6–1.0% per annum on AUM.

Product overview

Analog Capital Partners offers a unified fiduciary wealth management platform combining six integrated service modules: Wealth Management, Investment Management, Strategic Tax Planning, Estate Planning & Trust, Founder Advisory, and Family Office Services. The company operates as a fee-only registered investment adviser providing institutional-quality multi-asset portfolio construction alongside coordinated financial planning. Services are delivered through a disciplined sequential process—from tax-efficient foundation through estate structuring—serving founders, families, executives, and business owners with assets custodied at Goldman Sachs, Schwab, and Apex. The core advisory fee ranges from 0.6–1.0% per annum on assets under management.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive fiduciary wealth management diversified for capital preservation with coverage of public, private, and digital assets and alternatives, designed for HNW founders, families, executives, and business owners.
• Investment Management Proprietary institutional-grade multi-asset portfolios built for long-term resilience, consisting of stocks, bonds, real estate, precious metals, and alternative investments, with no indexed models.
• Strategic Tax Planning US-to-global tax planning services for individuals and entities covering strategic advice, filings, compliance, planning, and formations.
• Estate Planning & Trust Living trusts and advanced taxable estate structures designed to preserve and transfer wealth across generations.
• Founder Advisory Capital gains tax minimization strategies, transition and exit planning, and risk management specifically for founders and business owners.
• Financial Planning Bespoke financial plans and investment strategies designed to achieve client goals and build generational wealth.
• Family Office Services Family-office-style wealth management including tax planning, liquidity and cash flow planning, trusts and estate planning, and capital advisory including 409A valuations.

Quantifiable outcome

• 20bps weighted average expense ratio on core portfolios
• +1 more outcomes

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Goldman SachscoreOthersPrimary custodial partner for client assets. Assets are custodied at Goldman Sachs providing institutional-grade security and infrastructure for portfolio management operations. Represents the firm's commitment to institutional strength and asset protection.
• Charles SchwabcoreOthersCustodial partner for client assets alongside Goldman Sachs and Apex. Provides additional custodial infrastructure and operational support for client portfolio management.
• ApexcoreOthersCustodial partner providing institutional-grade asset custody alongside Goldman Sachs and Schwab. Part of the firm's multi-custodian approach ensuring operational flexibility and asset protection.

Scale indicators5 records

Recent moves6 records

Expansion highlights2 records

Broad incumbents

• Creative Planning: One of the largest independent RIAs in the U.S., offering wealth management, tax, estate, and family office services. Comparable service breadth and founder/entrepreneur focus, but at materially greater scale and national footprint.
• Mariner Wealth Advisors: National wealth advisory firm providing investment, tax, estate, and family office services. Comparable multi-disciplinary offering and HNW focus, but with substantially larger AUM and geographic footprint.
• Carson Group: National RIA network offering wealth management, tax, and estate services to HNW households. Comparable in offering breadth and fiduciary orientation, but operates through a much larger advisor network.
• Empower (Personal Capital): Large hybrid RIA combining digital planning tools with human advisor support for HNW clients. Comparable in combining technology and fiduciary advice, but at much greater scale and with broader retirement-plan business.
• Edelman Financial Engines: Large independent RIA combining traditional advisory with digital planning tools. Comparable fee-only fiduciary model and HNW focus, but with substantially greater scale, technology infrastructure, and brand recognition.

Direct peers

• Ritholtz Wealth Management: Fee-only RIA serving HNW individuals with a coordinated investment management and financial planning approach. Comparable in fee-only structure, multi-asset portfolio philosophy, and content-driven growth model.
• Sovos Advisors (formerly Buckingham Strategic Partners affiliate firms): Independent RIA providing fee-only wealth management, tax, and estate planning to HNW families. Comparable in fiduciary model, integrated planning approach, and founder/HNW client focus.
• Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based investment management and comprehensive financial planning. Comparable in fiduciary model, portfolio construction approach, and target HNW/founder clientele.

Emerging players

• Wealthsimple: Digital wealth management platform offering managed portfolios, tax-loss harvesting, and financial planning. Comparable investment management discipline, but with a self-serve/lower-touch delivery model.
• Facet Wealth: Digital-first RIA delivering flat-fee financial planning and investment management to HNW clients. Comparable HNW/founder target, but with a tech-led delivery model and lower AUM-based fees.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/analog-capital-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Analog Capital Partners