Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Edward N

Series 65

Wilmington, NC

South Atlantic Capital Management Group, Inc.

Edward Nowell is a financial advisor at South Atlantic Capital Management Group, Inc. with 16 years of industry experience. He holds a Series 65 credential and has been with the firm since 1990. South Atlantic Capital Management Group provides discretionary equity and balanced portfolio management to individuals, trusts, corporations, and other entities, along with managing a private pooled investment vehicle for qualified investors. The firm’s investment approach centers on value-oriented research of large-cap U.S. companies held long term, with separate accounts typically concentrated in 20–25 stocks and balanced portfolios including high-quality fixed income.

Active portfolio management
user avatar
firm logo

John B

Series 63, Series 65

Richmond, VA

South Atlantic Capital Management Group, Inc.

John Blair is a financial advisor with South Atlantic Capital Management Group, Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He joined South Atlantic Capital in 2019 after working as a private investor and at EI Capital Distributors. South Atlantic Capital Management Group provides discretionary portfolio management for a range of clients including individuals, trusts, and pension plans, focusing on value-oriented, company-specific investment strategies. The firm manages core equity accounts and balanced strategies while also sponsoring the Shinn Creek Fund L.P., a private pooled vehicle for qualified investors with a distinct investment approach involving leverage and short positions.

Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")