AcuBooth is a Registered Investment Advisor that manages covered call overlay strategies through our proprietary execution engine, Tollbooth. We act as your sub-advisor — bringing institutional-grade options management to your clients' portfolios with full fiduciary responsibility.
Unlike software vendors or execution-only platforms, AcuBooth operates as your fiduciary sub-advisor. We share responsibility for the strategy we manage.
We're legally obligated to act in your clients' best interests — not just sell you a tool. Our interests are aligned with yours.
Full regulatory compliance with Form ADV disclosures, annual audits, and transparent fee structures. Your compliance team will appreciate us.
We take discretionary authority over the covered call sleeve. You remain the primary advisor. Clean, auditable separation of responsibilities.
Think of it like your smartphone and the apps on it. AcuBooth is the registered entity — the phone. Tollbooth is our proprietary execution engine — the powerful app that runs everything.
We overlay covered call strategies on your clients' existing equity positions. No portfolio disruption. No asset movement.
Sign our RIA-to-RIA sub-advisory agreement. We take limited discretion specifically for covered call management — nothing else.
Connect client accounts via OAuth. Tollbooth receives scoped authorization for options trading only — no transfers, no withdrawals, no changes to underlying positions.
Our engine scans positions continuously, selecting optimal strikes, managing rolls, and closing positions — all following deterministic rules with complete audit trails.
Comprehensive reporting on every trade, every decision, every outcome. Client-ready summaries plus detailed logs for your compliance records.
Existing equity holdings at Schwab
Primary advisor relationship
Fiduciary sub-advisor
Covered call execution system
Systematic income generation on existing equity holdings without changing core allocations.
Detailed performance reports and trade logs. Every decision documented with an auditable trail.
Secure OAuth connection. No credentials shared — just scoped authorization for options trading.
While competitors check weekly or monthly, Tollbooth monitors continuously during market hours.
No AI in trade decisions. 12,000+ rules govern behavior. Every trade is auditable and explainable.
Straightforward SMA fee structure. No hidden costs, no performance fees, no surprises.
Schedule a consultation to learn how AcuBooth can serve as your dedicated covered call sub-advisor. We'll walk you through the sub-advisory agreement, Tollbooth's capabilities, and how we can enhance your clients' portfolios.
We'll reach out within one business day.