A complete list of active advisors currently associated with 1316 Capital LLC

Warmer can help you find a great advisor at 1316 Capital LLC or one who fits your needs even better.

1316 Capital provides discretionary portfolio management and integrated financial planning services to individuals, families, businesses, and retirement plans. The firm implements recommendations, conducts ongoing monitoring and reporting, and was newly formed with no assets under management as of December 31, 2025. Its investment approach follows principles of modern portfolio theory, emphasizing global diversification and primarily using mutual funds and exchange-traded funds informed by fundamental security analysis and market trend/economic cycle assessment. The firm may also employ margin, options, and shorter-term trading strategies, tailors portfolios to documented client risk profiles, and charges asset-based management fees, a common arrangement among peers. Compared with many investment-manager firms that focus on pooled or institutional mandates, 1316 Capital explicitly offers services to individual and family clients — including high-net-worth households — and uses tiered, asset-based pricing that scales with account size. The firm operates with a single advisory professional who holds CFP® certification, requires clients to custody assets with a specified independent custodian that provides institutional support, and does not accept performance-based fees or vote client proxies.

To learn more about the advisors currently working at 1316 Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Mcgreevy	Overland Park, KS	9

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