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Christopher Micheal Abbott

Advisor at 1035 Capital Management LLC — Marthasville, MO

Updated today

Credentials

CFA®, Series 66

Experience

7 years

Location

Marthasville, MO

1035 Capital Management LLC logo

1035 Capital Management LLC

Independent

Total advisors

1

Clients per advisor

24 Typical

Avg AUM per client

$213,380 Low

HNW client ratio

0% Low

About

Christopher Abbott is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is the principal advisor at 1035 Capital Management LLC and has previously worked at Argent Capital Management. Abbott also serves as an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back office support for financial advisors. 1035 Capital Management LLC offers discretionary portfolio management to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a Small Cap Core strategy that integrates bottom-up fundamental analysis with macro, sector, and technical factors, alongside specialized strategies in preferred securities and commodity trend following.

Client services

Based on 1035 Capital Management LLC

Financial planning Portfolio management Newsletters or periodicals

Expertise

Based on 1035 Capital Management LLC

Active portfolio management Concentrated stock management

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Fee options

Percentage

$0 - $499,999: 1.60% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.40% $5,000,001 - >$5,000,000: 1.25% $0 - $10,000,000: 1.00% $10,000,000 - $25,000,000: 0.90% $25,000,000 - $50,000,000: 0.80% $50,000,000+: Negotiable

Other

Account minimum: $50,000 Fee-only: Based on fee schedules above; no commissions

Location

Marthasville, MO

Marthasville MO

Advisors at this office

1

Most active in

Illinois · Missouri

Work history

7 years of industry experience

American Renewable Metals LLC

2026 - Present • 1 year

Bessemer, AL

1035 Consulting LLC

2024 - Present • 2 years

Marthasville, MO

1035 Capital Management LLC

2019 - Present • 7 years

Saint Louis, MO

Lindenwood University

2018 - 2024 • 6 years

St. Charles, MO

Argent Capital Management

2013 - 2019 • 6 years

Clayton, MO

Waddell & Reed

2011 - 2011 • 1 year

Edmond, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Aaron K

Series 65

Lake St Louis, MO

Tiburon Capital Advisors LLC

Aaron Keener Smith is a financial advisor at Tiburon Capital Advisors LLC with one year of industry experience. He holds a Series 65 designation. His prior work history includes roles at Stl Weightloss and FXPM. Tiburon Capital Advisors provides discretionary and non-discretionary investment management and investment policy development primarily for accredited and high-net-worth individuals and small businesses. The firm employs a combined tactical and strategic investment approach using model allocations and bespoke recommendations across a range of instruments, including ETFs, options, and alternative investments.

Private / alternative investments Active portfolio management
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Alexandra M

Series 66

Lake Saint Louis, MO

The Wealth Collaborative

Alexandra Markulis is a financial advisor at The Wealth Collaborative with seven years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for six years. The Wealth Collaborative provides investment management, financial planning, and retirement plan consulting for individual clients and small employer plans. The firm manages portfolios on a discretionary basis using a blend of fundamental and cyclical analysis with both passive and active strategies, and it offers educational seminars and speaking engagements to organizations and the public.

Wealth management Business ownership considerations Retirement withdrawal strategies Self-Employed Founder/Business Owner
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Hannah W

CFP®, Series 66

Lake Saint Louis, MO

The Wealth Collaborative

Hannah Wardenburg is a CFP® and Series 66-licensed financial advisor at The Wealth Collaborative with six years of industry experience. Her prior roles include positions at Hightower and Edward Jones. The Wealth Collaborative offers investment management, financial planning, and retirement plan consulting for individuals and small employer plans. The firm uses a combination of fundamental and cyclical analysis alongside passive and active strategies, and provides educational seminars and speaking engagements in addition to managing discretionary portfolios tailored to clients' risk tolerances.

Wealth management Business ownership considerations Retirement withdrawal strategies Self-Employed Founder/Business Owner
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Kevin L

CFP®, Series 63

Washington, MO

Lang & Becker, Inc.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Concentrated stock management Options & derivatives strategies
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Annmarie H

Series 63, Series 66

Washington, MO

Wealth Management Advisors, Inc.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Sagepoint Financial in various roles from 2011 to 2019. Outside of her advisory work, she is active in the Washington Optimist Club and Women With Purpose, a nonprofit organization focused on supporting women’s professional and personal growth. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platform solutions, emphasizing both fundamental and technical investment analysis and operating mainly in a non-discretionary capacity.

Annuities General tax planning Retirement withdrawal strategies Tax strategies for small businesses
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Kolby L

Series 63, Series 66

Washington, MO

Lang & Becker, Inc.

Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

Concentrated stock management Options & derivatives strategies
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