A complete list of active advisors currently associated with 2nd Half Capital, LLC

Warmer can help you find a great advisor at 2nd Half Capital, LLC or one who fits your needs even better.

2nd Half Capital is an independent, single‑advisor registered investment adviser that offers discretionary asset management, financial planning, and retirement‑plan advisory services. The firm provides ERISA plan services for 401(k), 403(b), pension, cash‑balance and profit‑sharing plans and can act in either a 3(21) or 3(38) capacity. The firm’s investment process is goal‑ and risk‑based and uses fundamental, cyclical and technical analysis to develop customized asset allocations and ongoing portfolio monitoring. When appropriate it recommends and monitors third‑party managers, delivers financial plans, and provides participant education and investment policy support for plan sponsors. What is distinctive about the firm is its focus on institutional retirement plans and pension consulting alongside individual wealth services, plus formal referral arrangements with third‑party managers that include ongoing fee‑sharing. The principal is also a licensed insurance agent who devotes roughly 40% of his time to insurance activities and may receive commissions, and the firm reported zero assets under management as of December 31, 2025 while maintaining a $150,000 account minimum.

To learn more about the advisors currently working at 2nd Half 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.