A complete list of active advisors currently associated with Acute Investment Advisory

Warmer can help you find a great advisor at Acute Investment Advisory or one who fits your needs even better.

Acute Investment Advisory serves a mix of individual and high-net-worth clients, as well as trusts and retirement plan accounts, offering discretionary and non-discretionary portfolio management and referrals to third‑party advisers. The firm reports approximately $238.4 million in discretionary assets under management for about 787 clients and generally charges percentage‑of‑AUM fees for portfolio management. The firm tailors advice to client goals and typically implements strategies using exchange‑traded funds, while also maintaining access to a broader set of instruments including exchange‑listed equities, options contracts, structured notes, and private equity where appropriate. AIA frequently uses model portfolios and sub‑advisers for allocation, trading and back‑office support, monitors and rebalances accounts, and offers held‑away account management through an aggregation service (Pontera). What stands out about AIA relative to many peers is its client servicing scale — roughly 200+ clients per advisor (about 787 clients across four advisors) — and its explicit use of derivatives and complex instruments within separately managed accounts, including options, leveraged/inverse and buffer ETFs and structured notes. The firm’s operational model leans on third‑party models, custodial and technology relationships to support that client load, and several principals also act as licensed insurance agents, a practice the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Acute Investment Advisory, 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.