Akili Capital Overview

General Information

Akili Capital is a multi-family office headquartered in Carlsbad. The firm provides advisory and wealth management services to high net worth families, business owners, and individuals, focusing on aligning financial strategies with clients’ long-term objectives. Akili Capital offers expertise in estate planning, investment oversight, and legacy planning—supports families in navigating complex financial decisions and sustaining generational wealth across diverse asset classes and business interests.