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Christopher Abbott

Advisor at 1035 Capital Management LLC

Updated today

Location

Marthasville, MO

Credentials

CFA®, Series 66

Industry experience

6 years

About

Christopher Abbott is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Argent Capital Management and has been with 1035 Capital Management LLC since 2019. Abbott is also 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 proprietary model strategies focused on preferred stocks and commodities, combining fundamental analysis with sector rotation and trend models to manage risk and diversification.

Client services

Based on 1035 Capital Management LLC

Financial planning Portfolio management Newsletters or periodicals

Expertise

Based on 1035 Capital Management LLC

Concentrated stock management Active portfolio management Factor investing / smart beta

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Fee options

Percentage

$0 - $100,000: 1.50% $100,001 - $250,000: 1.40% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.10% $5,000,001+: 1.00% $0 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.90% $25,000,001 - $50,000,000: 0.80% $50,000,001+: Negotiable

Other

Account minimum: $100,000

Location

Marthasville, MO

Most active in

Illinois · Missouri

Work history

1035 Capital Management LLC

2019 - Present (7 years)

Lindenwood University

2018 - Present (8 years)

Argent Capital Management

2013 - 2019 (6 years)

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 in Lake St Louis, MO. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at FXPM, Tiburon Talent and Asset Management, and Stl Weightloss. Tiburon Capital Advisors provides discretionary and non-discretionary investment management primarily for accredited and high-net-worth individuals and small businesses. The firm uses a combined tactical and strategic investment approach with a broad range of permitted investment instruments and documents client risk tolerance through an Investment Policy Statement.

Private / alternative investments Active portfolio management
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Lake Saint Louis, MO

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Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies General estate planning guidance
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Lake Saint Louis, MO

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Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies General estate planning guidance
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CFP®, Series 63

Washington, MO

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Concentrated stock management Options & derivatives strategies
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Series 63, Series 66

Washington, MO

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Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior experience includes roles at Sagepoint Financial, Inc. and Sagepoint Financial LLC. Outside of advising, she is a notary public in Missouri and participates in several community organizations, including the Washington Optimist Club and Women With Purpose, a nonprofit focused on professional and personal development for women. Wealth Management Advisors, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers individualized portfolio management and financial planning, working primarily on a non-discretionary basis and utilizing both fundamental and technical analysis in its investment recommendations.

Annuities
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Kolby L

Series 63, Series 66

Washington, MO

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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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