A complete list of active advisors currently associated with 9I Capital Group LLC
Warmer can help you find a great advisor at 9I Capital Group LLC or one who fits your needs even better.
9I Capital Group LLC provides advisory services to individuals—including high‑net‑worth clients—and to businesses and retirement plans. The firm offers portfolio management, financial planning, pension/401(k) consulting, and a subscription-based content service that complements its managed‑account offerings. The firm documents client goals and constraints in an Investment Policy Statement and delivers both discretionary and non‑discretionary portfolio management. Its investment process draws on modern portfolio theory along with fundamental, quantitative, and technical analysis, and it may employ options, margin, and short‑selling strategies and direct clients to third‑party advisers for implementation when appropriate. Noteworthy distinctions include a formal subscription program that provides ongoing market commentary, podcasts, and periodic non‑discretionary review meetings for clients without assets under management—an arrangement that is uncommon among peers. The firm also discloses the use of testimonials and endorsements in its marketing and that some supervised persons are licensed insurance agents who may receive commissions when insurance products are recommended, a potential conflict that the firm discloses.
To learn more about the advisors currently working at 9I Capital Group 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 |
|---|---|---|
Fort Worth, TX
| 14
| |
Fort Worth, TX
| 3
| |
Fort Worth, TX
| 14
|
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