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Capital Performance Advisors LLP
Capital Performance Advisors LLP is an independent investment advisory firm headquartered in Walnut Creek, California. Founded in 2011, the firm manages assets primarily for individual investors, including both high net worth and non-high net worth individuals, as well as pension and profit-sharing plans and charitable organizations. With 13 employees—majority being investment professionals—Capital Performance Advisors provides personalized financial planning and investment management services. As a registered investment adviser, the firm takes a fiduciary approach and aims to deliver comprehensive wealth management tailored to client needs.
Investment Strategy
Capital Performance Advisors LLP employs a client-centric investment strategy focused on diversified, long-term portfolio construction. The firm primarily utilizes ETFs and mutual funds, strategically allocating assets across US and international equities, fixed income, and alternative investments to optimize risk-adjusted returns. The investment process emphasizes evidence-based asset allocation, periodic portfolio rebalancing, and tax efficiency. The firm serves a clientele consisting largely of individuals (including high net worth), pension/profit-sharing plans, and charitable organizations, tailoring each strategy to client risk profiles and financial objectives.
Latest 13F Filing Activity
Capital Performance Advisors LLP filed their most recent 13F report on Sep 30, 2025 disclosing 345 equity positions with a total 13F market value of $607M. The fund increased holdings in Ishares TR, Ishares TR, Apple Inc. among other positions. Capital Performance Advisors LLP reduced exposure to Sofi Technologies Inc., Costco WHSL Corp. New, Haleon PLC among others.
Top Holdings
Equity Positions (345)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 9.53% | $57.8M | 1,499,464 | $28.83 | $38.57 | +$1.6M |
I IVV | ISHARES TR | 8.27% | $50.2M | 75,027 | $562.73 | $669.30 | +$11.0M |
D DFAT | DIMENSIONAL ETF TRUST | 7.16% | $43.5M | 747,201 | $47.40 | $58.21 | +$1.6M |
A AGG | ISHARES TR | 4.63% | $28.1M | 280,541 | $99.26 | $100.25 | +$6.3M |
A AAPL | APPLE INC | 4.36% | $26.5M | 103,917 | $198.86 | $254.63 | +$5.6M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Walnut Creek, CA , United States |
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