AdvisorCensus / Financial advisors / California / San Francisco / AFT US Capital LLC
AFT US Capital LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is AFT US Capital LLC compensated?
On its Form ADV (Item 5.E, October 2026), AFT US Capital LLC reports these compensation arrangements: a percentage of assets under its management.
How much does AFT US Capital LLC charge?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $1,999,999.99: 0.5% a year; $2,000,000 to $4,999,999.99: 0.35% a year; $5,000,000 to $9,999,999.99: 0.25% a year; Above $10,000,000: 0.15% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is AFT US Capital LLC located?
AFT US Capital LLC's principal office is in San Francisco, CA, according to its Form ADV.
Is AFT US Capital LLC registered with the SEC or a state?
AFT US Capital LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335448.
How much does AFT US Capital LLC manage?
AFT US Capital LLC reports $214 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
What types of clients does AFT US Capital LLC serve?
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (5).
Which custodians does AFT US Capital LLC use?
AFT US Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Atomic Brokerage LLC as a custodian holding 10% or more of its separately managed account assets.
Does AFT US Capital LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335448
What changed in AFT US Capital LLC's recent Form ADV filings?
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,999,999.99 | 0.5% |
| $2,000,000 to $4,999,999.99 | 0.35% |
| $5,000,000 to $9,999,999.99 | 0.25% |
| Above $10,000,000 | 0.15% |
The brochure's wording
Assets Under Management Annual Fee charged on total invested balance (%) Less than $2,000,000 0.50% $2,000,000 – $4,999,999.99 0.35% $5,000,000 – $9,999,999.99 0.25% $10,000,000 or more 0.15%
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$214 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 0.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
51 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. AFT US Capital LLC (CRD 335448): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/aft-us-capital-llc-san-francisco-ca-335448