A complete list of active advisors currently associated with Accrescent Capital Management LLC
Warmer can help you find a great advisor at Accrescent Capital Management LLC or one who fits your needs even better.
Accrescent Capital Management provides discretionary investment management to individual clients, including both high‑net‑worth and non‑high‑net‑worth individuals, primarily through separately managed accounts. As of December 31, 2025 the firm reported approximately $1.1 million in assets under management across seven client accounts and charges asset‑based management fees while retaining the flexibility to agree to performance‑based arrangements in certain relationships. The firm combines fundamental, technical and quantitative analysis and pursues a broad set of strategies—buy‑and‑hold, fundamental value, growth, relative‑value, hedging and short‑selling—across capitalization ranges from micro‑ to mega‑cap. It implements these approaches opportunistically using a wide instrument set (equities, ADRs, fixed income, options, futures, derivatives, leveraged and inverse ETFs and occasional illiquid investments), manages accounts on a discretionary basis with daily review and provides quarterly reporting to clients. Compared with many peers, the firm’s small asset base and limited client count coexist with use of complex, higher‑risk techniques (moderate leverage, short sales, derivatives, relative‑value trading and the potential for performance fees), which is an uncommon combination for firms with modest assets under management. The brochure also discloses use of soft‑dollar research, the potential for side‑letter arrangements granting preferential investor terms, and written trade‑aggregation and allocation procedures intended to address conflicts of interest.
To learn more about the advisors currently working at Accrescent Capital Management 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 |
|---|---|---|
Oxnard, CA
| 19
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")