Founded in 2021, TRACE CAPITAL Advisors is an independent wealth management firm based in Newport Beach, California. As a fiduciary, the company is registered with the U.S. Securities and Exchange Commission (SEC) and is committed to acting in its clients' best interests. TRACE specializes in providing sophisticated financial planning, investment management, and "Family CFO" services tailored to the unique needs of successful entrepreneurs, corporate executives, professionals, and their families, aiming to simplify their financial lives and optimize their wealth.

Founded in

Ireland