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Caporaso Albert A & Associates Inc. (Wilmington)


Caporaso Albert A & Associates Inc. is an adviser based in Wilmington. It manages $32.93 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Maryland, and Pennsylvania.




Caporaso Albert A & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Caporaso Albert A & Associates: assets under management

The assets under management (AUM) of Caporaso Albert A & Associates Inc. is $32.93 million. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.8 million in discretionary accounts and $4.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $900 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $825 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Caporaso Albert A & Associates Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wilmington

The principal office where Caporaso Albert A & Associates Inc. performs its advisory services is located at 1013 Centre Road, Wilmington, DE 19805, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 302-998-9898 or by fax 302-998-9893. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday.


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