2nd Market Capital Advisory Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
2nd Market Capital Advisory Corporation is a small team-based advisor (four advisors) that manages specialized portfolios for individual and high-net-worth clients, with discretionary asset management and occasional subadvisory arrangements. The firm offers three account types, including a Proprietary REIT Total Return Investment Portfolio, and focuses its managed accounts primarily on real-estate equities and REIT securities.
The firm follows an actively managed, value-oriented approach emphasizing dividend income and discounted pricing relative to net asset value and sector peers, selecting a concentrated set of REIT positions from a broader pool to pursue total return. Its strategies include a baseline dividend-spread approach and a mirroring option that replicates activity in the proprietary portfolio into client accounts, and the firm may permit borrowing (margin) in asset management accounts to increase exposure.
Noteworthy distinctions include the firm’s public model and commentary presence through an Investing Group on Seeking Alpha, where it publishes hypothetical performance and advertises performance results alongside trade alerts and research, and it receives a share of subscription revenue for that service. The firm also may enter into performance‑based fee arrangements with qualified clients, an arrangement that can create different incentives than standard percentage-of-AUM fees.
Client services
Expertise
Fee options
$0+: 2% per annum for Portfolio Asset Management Accounts $0+: 1% per annum for Baseline + Asset Management Accounts $0+: 1% per annum for Proprietary Investment Portfolio Accounts $0+: Typically 90 basis points (0.90%) annually for sub-advisory services, negotiated fee
10% to 20% of the current Adjusted Portfolio Value less the Net Portfolio Value at the preceding anniversary for certain qualified clients of Portfolio Asset Management Accounts
$499/year for access to Portfolio Income Solutions Investing Group service on Seeking Alpha
Account minimum: $100,000 for Portfolio Asset Management Accounts; $10,000 ($7,500 for IRA accounts) for Baseline + Asset Management Accounts and Proprietary Investment Portfolio Accounts
Main office
650 N. High Point Road
Madison WI 53717
Advisors at this office
4
Most active in
Indiana · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robin S
Series 65
Madison, WI
2nd Market Capital Advisory Corp.
Robin Sherman is a Series 65-licensed financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, with 10 years of industry experience. She has been associated with 2nd Market Capital Services Corporation since 1991. Sherman serves as the Executive Director and Secretary/Treasurer of the Board of Directors for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities through fundamental analysis. The firm manages multiple account types, including a Proprietary REIT Total Return Portfolio and offers public model portfolios and market commentary.
Ross B
Series 63
Madison, WI
2nd Market Capital Advisory Corp.
Ross Bowler is a financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, holding a Series 63 designation with 34 years of industry experience. He has been with 2nd Market Capital Advisory Corp. since 1991 and also serves as owner and president of 2nd Market Capital Services Corporation, which provides investment research and consulting services. Bowler founded and serves as president of the board for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corp. offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities such as REIT shares. The firm employs fundamental analysis to target discounted securities, dividend income, and capital appreciation, and it provides sub-advisory services along with publicly available model portfolios and market commentary.
Simon B
Series 65
Madison, WI
2nd Market Capital Advisory Corp.
Simon Bowler is a financial advisor at 2nd Market Capital Advisory Corporation with eight years of industry experience. He holds a Series 65 credential and has previously worked at ShopBop LLC and North Central Group. Outside of his advisory role, he contributes investment research as a writer for Seeking Alpha and serves as a sector analyst at 2nd Market Capital Services Corporation. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on real-estate equities such as common and preferred REIT shares. The firm utilizes fundamental analysis to target discounted securities, dividend income, and capital appreciation, and offers sub-advisory services alongside a publicly disseminated model portfolio.
Dane B
Series 65
Madison, WI
2nd Market Capital Advisory Corp.
Dane Bowler is a financial advisor at 2nd Market Capital Advisory Corp. with 10 years of industry experience. He holds a Series 65 designation and has been with 2nd Market Capital Services Corporation since 2012. Bowler serves on the board of directors of 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities such as common and preferred REIT shares. The firm emphasizes fundamental analysis to identify discounted securities, dividend income, and capital appreciation, managing approximately $40.4 million in discretionary assets.
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