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, LLC is a small, state‑registered independent adviser that serves individuals, high‑net‑worth clients, trusts and estates and retirement plan sponsors. The firm offers discretionary asset management, financial planning and consulting, and ERISA‑related pension consulting and plan services; its brochure reports roughly 45 clients but discloses no assets under management as of the most recent filing and generally documents account minimums (commonly $150,000, subject to waiver). The firm bases portfolios on client‑specific goals, time horizons and risk tolerances and employs fundamental, cyclical and technical analysis while managing most accounts on a discretionary basis. When appropriate, it places assets with third‑party managers (and monitors those managers) and provides ERISA 3(21) and 3(38) services for qualified retirement plans, including investment option selection, monitoring and participant education, while excluding certain illiquid or employer‑sponsored assets from plan management. Compared with many solo independent advisers, the firm’s business mix is less typical: its principal maintains an active insurance practice (disclosing roughly 40% of his time spent selling insurance and receiving commissions) and the firm discloses referral and ongoing revenue‑sharing arrangements with third‑party managers, including incentive payments tied to assets placed. Those combinations—insurance sales activity, explicit pension consulting and fee‑sharing with outside managers—are noted in the brochure as potential conflicts of interest and are presented alongside the firm’s fiduciary disclosures and monitoring practices.
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.
Name |
Location |
Years of experience |
|---|---|---|
Alpharetta, GA
| 9
|
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