A complete list of active advisors currently associated with A3 Capital Advisors

Warmer can help you find a great advisor at A3 Capital Advisors or one who fits your needs even better.

A3 Capital Advisors provides discretionary portfolio management and advisory consulting primarily to high-net-worth individuals, preparing individualized Investment Policy Statements that guide asset allocation, security selection, and ongoing portfolio monitoring. The firm’s investment universe is concentrated in mutual funds, equities, fixed income securities and exchange-traded funds, and it offers both ongoing management and periodic consulting engagements. A3 applies fundamental analysis and a long-term trading approach, documents client goals and risk tolerance in each Investment Policy Statement, and generally seeks discretionary authority to implement investment decisions on behalf of clients. Accounts are reviewed at least quarterly and the firm operates under fiduciary standards, with policies intended to allocate investment opportunities fairly among clients. Noteworthy for a firm of its size, A3 reports roughly $227 million in assets under management across a two-advisor team and about two dozen clients, yielding a concentrated client roster. The firm recently added consulting services and discloses constructive custody via standing letters of authorization, and—uncommonly among peers—offers performance-based fee arrangements for qualified clients while not serving lower-net-worth individual clients.

To learn more about the advisors currently working at A3 Capital Advisors, 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.