Sandpiper Capital, LLC

Sandpiper Capital, LLC is a fee-only investment adviser founded by Tom Lukic in 2008, based in Norfolk, Virginia. As of 12-31-23, the firm managed 116 accounts totaling $36,380,193 on a discretionary basis. The firm specializes in managing investment advisory accounts using model asset allocation portfolios tailored to individual client goals. Portfolios consist of stocks, bonds, notes, and ETFs, with the option for clients to place reasonable restrictions on investments. Sandpiper Capital operates on a fiduciary basis, managing accounts on a discretionary basis guided by client objectives. The firm charges an annual fee based on a percentage of assets under management, with a minimum initial investment of $500,000. Fees are debited quarterly based on account value. Sandpiper Capital does not charge performance-based fees and has not been subject to disciplinary actions. Clients have investment discretion but must grant written authority. The firm reviews accounts monthly and provides quarterly performance reports. Sandpiper Capital does not pay for client referrals and does not have financial conditions likely to impair client commitments. Tom Lukic, the Managing Member, holds a CFA designation and has no reportable disciplinary history.