# CARAPACE FINANCIAL ADVISORS LLC

CARAPACE FINANCIAL ADVISORS LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** carapacefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/carapace-financial-advisors

## Regulatory record

- **CRD number:** 291404
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291404

## About

Carapace Financial is an advisor-to-advisors RIA that specializes in providing clients with customized options and hedging solutions. It was established to protect clients from unforeseen market risks through customized options strategies. The firm offers SMAs, private funds and market-linked notes, with actively monitored options strategies intended to reduce portfolio risk, protect wealth, supplement income and support long-term portfolio growth.

## People

- Rick Ziwot (Frederick Ziwot) — President and Chief Investment Officer
- William McCarthy — CFA, Managing Director
- Tim Moran — Managing Director and Senior Portfolio Manager
- Gregory Aroneo — Executive Vice President
- Ryan Toohers — Associate
- Laura Flanagan — Outside Counsel

## Questions

### What is the investment strategy of CARAPACE FINANCIAL ADVISORS LLC?

No publicly verifiable source describes any specific investment strategy for the firm. It is registered as an investment advisor but has not disclosed its approach.

### Where is CARAPACE FINANCIAL ADVISORS LLC headquartered?

The firm's headquarters city and country are not listed in its public record or any verifiable source.

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Last updated: 2026-08-14T12:30:00.000Z

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