Kotini Capital Advisors is a registered investment advisor founded in 2026 and based in Glen Allen, Virginia. The firm focuses on building globally diversified investment portfolios using an institutional endowment model of investing, which emphasizes broad diversification, equity-oriented allocations, and exposure to alternative investments and direct participation programs for eligible clients. Kotini Capital Advisors provides active asset management and personalized financial planning and consulting services. The firm tailors its services based on each client's financial goals, risk tolerance, time horizon, and tax considerations. Clients maintain full ownership of their assets, which are held at independent custodians such as Interactive Brokers, Altruist Financial, or Charles Schwab. In addition to traditional asset management, Kotini Capital Advisors offers guidance on alternative investments and works alongside affiliated entities that provide tax planning, estate planning, insurance, legal services, and virtual family office services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are annual, charged quarterly in arrears, and are negotiable at the firm's discretion.