A complete list of active advisors currently associated with Addison Capital

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

Addison Capital serves individual and high‑net‑worth clients as well as institutional clients, including banks and thrift institutions, pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm provides portfolio management (both discretionary and non‑discretionary), strategy development, ongoing portfolio monitoring and negotiated fixed‑fee consultations for financial institutions, with fees primarily charged as a percentage of assets under management or as negotiated consultation fees. The firm’s investment process combines fundamental, technical and cyclical analysis and emphasizes longer‑term horizons while employing model portfolios and rebalancing software; it invests across equities, fixed income, structured notes, warrants and private investment funds. Addison Capital executes trades through custodial broker‑dealers (it commonly recommends Charles Schwab), and it supplements in‑house research with third‑party research obtained in part through soft‑dollar arrangements. Addison Capital is affiliated with several related entities—an SEC‑registered adviser (Nest Investments LLC), a FINRA‑registered broker‑dealer (Nest Investments BD LLC), an insurance affiliate (Nest Insurance LLC) and a private fund sponsor/general partner (Numismatic, LLC/Numismatic GP, LLC)—and some principals provide services or receive compensation through those affiliates; the firm also maintains a referral arrangement with a banking entity that holds a minority equity interest. With over $1.1 billion in client assets managed by a small advisory team, the firm has a high AUM‑per‑advisor profile and is deemed to have custody of certain accounts due to standing transfer authorizations, operational features that may be relevant to prospective clients.

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