A complete list of active advisors currently associated with 8020 Capital LLC
Warmer can help you find a great advisor at 8020 Capital LLC or one who fits your needs even better.
8020 Capital provides wealth management and financial planning to high‑net‑worth individuals, trusts, estates, and businesses, delivering discretionary portfolio management and related advisory services. The firm generally does not serve individual clients who do not meet high‑net‑worth thresholds, concentrating its practice on wealthier household and institutional‑style relationships. The firm constructs customized portfolios using ETFs, mutual funds, and individual equities, and may incorporate individual bonds, covered options, private investments, and advice regarding cryptocurrency accounts when appropriate. Investment decisions draw on both fundamental and technical analysis with a predominately long‑term orientation, while permitting shorter‑term trading for rebalancing, tax management, or client cash needs. Noteworthy features include a small client roster and an emphasis on continuous personal contact and bespoke portfolio construction, with a willingness to retain legacy holdings for portfolio fit or tax considerations. The firm does not charge performance‑based fees or participate in wrap programs and uses an institutional custodian platform to access execution, custody, and certain investment opportunities.
To learn more about the advisors currently working at 8020 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 |
|---|---|---|
Marietta, GA
| 5
|
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