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ATTESSA CAPITAL LLC
CRD 306827File 801-129457
APPROVED
Retail clients
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$343.5M
Below cohort median (national)
Discretionary AUM
$343.5M
Clients
246
699 accounts
Employees
8
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 2, 2024
- Principal office
- 3900 E VIA PALOMITA, TUCSON, AZ, 85718
- Phone
- 520-600-3064
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $343.5M
- Discretionary AUM
- $343.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 699
- Non-discretionary accounts
- 0
- Total accounts
- 699
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.1M |
| Charitable organizations | Fewer than 5 | $2.2M |
| High net worth individuals | 116 | $281.4M |
| Individuals (other than high net worth individuals) | 125 | $53.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FREE
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.