Austin Graff is a CFA-designated registered investment advisor at Opal Capital LLC, based in Boca Raton, FL, with 8 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.60% |
| $100K - $500K | 0.55% |
| $500K+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
5200 Town Center Circle, Suite 305, Boca Raton, FL, 33486
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Austin is a Portfolio Manager/Co-CIO at Shorebird Capital since 2018 and Founder/CIO at Opal Capital since 2022. He is also an Investment Adviser Representative at Titleist Asset Management, LLC since 2023 and provides OCIO services to unaffiliated third-party investment advisers.
Employment History
Current Registrations
Opal Capital LLC
Previous Registrations
Titleist Asset Management, LLC
Shorebird Capital, LP
Titleist Asset Management, LTD.
Shorebird Capital, LP
State Registrations1 state
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