A complete list of active advisors currently associated with 21st Financial
Warmer can help you find a great advisor at 21st Financial or one who fits your needs even better.
21st Financial is a small independent advisory firm that manages roughly $1.26 million across about 27 client accounts and provides discretionary and non-discretionary portfolio management along with financial planning. Its brochure states it serves a broad range of clients — including individuals, high-net-worth individuals, and closely held businesses — and also discloses relationships with various institutional and organizational client types such as charitable organizations, pension or profit-sharing plans, corporate clients, other investment advisers, banking and insurance entities, state or municipal governments, and sovereign wealth entities. The firm’s investment approach emphasizes customized, long-term portfolios built around Bitcoin and Bitcoin-related instruments, with model allocations to Bitcoin, Bitcoin credit instruments, and companies whose principal asset is Bitcoin typically in the 10–55% range and the option to concentrate further at a client’s direction. 21st Financial combines fundamental and technical analysis, position sizing, and—where available—derivatives and options to tailor volatility and return profiles, provides written quarterly reports, and integrates Bitcoin self-custody and inheritance planning into its financial planning services. Distinctive features include hands-on advisory work on Bitcoin self-custody and multisignature wallet setup (coordinated with a third-party provider) while expressly not holding client private keys, and offering that multisig setup to non-clients under a separate agreement. For a solo adviser with modest assets under management, the firm’s stated client mix and its willingness to run concentrated, issuer-specific Bitcoin credit strategies and serve a range of institutional client types are atypical among peers, and the brochure documents policies and disclosures intended to manage related conflicts.
To learn more about the advisors currently working at 21st Financial, 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 |
|---|---|---|
Larimore, ND
| 1
|
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