Offit Capital

Offit Capital Advisors, LLC, founded in 2007, offers discretionary and non-discretionary investment advisory services to individual clients, trusts, estates, charitable organizations, corporations, and business entities. The firm manages over $20 billion in regulatory assets under management as of December 31, 2024. Offit Capital charges an annual advisory fee ranging from 0.25% to 0.75% based on assets under management, with the option for a fixed fee in certain cases. The firm may waive or rebate fees for specific clients. Offit Capital's investment strategy involves identifying investments aligned with client objectives and risk tolerances. The firm recommends securities for discretionary accounts and provides consulting on concentrated holdings and estate planning. Clients typically have discretion over non-discretionary accounts, while Offit Capital manages discretionary accounts. The firm conducts due diligence on investments, utilizing proprietary processes and external research. Offit Capital does not charge performance-based fees and primarily serves high-net-worth individuals and qualified purchasers. The firm does not compensate third parties for referrals and holds client assets with unaffiliated custodians. Offit Capital has not been involved in any disciplinary events in the past 10 years. The firm's employees may invest in securities similar to those recommended to clients, with oversight through a formal code of ethics. Offit Capital does not provide proxy voting services unless requested and does not file proof of claims for clients.