A complete list of active advisors currently associated with 15 Equity

Warmer can help you find a great advisor at 15 Equity or one who fits your needs even better.

15 Equity provides discretionary and non‑discretionary asset management to individuals, trusts, estates, private foundations, and business owners, with a focus on clients nearing or in retirement. Services include individualized portfolio management across concentrated equity allocations, customized fixed‑income portfolios, and separately managed account solutions delivered through both traditional and automated platforms. The firm follows a fundamental, value‑oriented approach for its Focused Equity strategy—typically a concentrated portfolio of about 15 stocks emphasizing businesses with recurring revenue, low capital needs, and durable competitive advantages—and constructs custom fixed‑income sleeves intended for preservation, income, and liquidity. 15 Equity maintains and discloses a long‑running Focused Equity composite and provides performance results that include periods managed by predecessor advisers, reflecting its continuity of strategy over time. Compared with many supported peers, the firm stands out for continuing legacy strategies from predecessor advisory organizations and for formal affiliations that enable it to deliver those strategies to other independent advisers. It also combines a relatively concentrated equity approach, bespoke bond portfolios, and an automated management option for third‑party advisors—features that are less common among similar small supported firms.

To learn more about the advisors currently working at 15 Equity, 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.