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Frugé Capital Advisors, LLC

EST. AUM
$141,208,889

CONTACTS

CLIENT ACCOUNTS
128

Firm Details

Metro area Memphis
CRD Number 149447
Website frugecapital.com
Client types

Overview

Frugé Capital Advisors, LLC is an SEC-registered investment advisory firm based in Lafayette, Louisiana, providing investment management and wealth advisory services to individuals, families, trusts, estates, retirement plans, and business entities. The firm operates under a fiduciary standard and focuses on developing customized investment strategies based on each client’s financial goals, risk tolerance, liquidity requirements, and investment time horizon. Frugé Capital Advisors offers both discretionary and non-discretionary portfolio management services, emphasizing long-term wealth preservation, portfolio diversification, and personalized financial guidance. The firm is independently owned and provides objective investment advice without relying on proprietary investment products.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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