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 provides investment supervisory services and financial consultations to a mix of individual and high‑net‑worth clients as well as institutional clients, including banks and thrift institutions, pension plans, trusts, and corporations. The firm offers portfolio development and monitoring, tailors asset allocations to client circumstances, and negotiates fixed consultation arrangements for certain financial‑institution clients. The firm combines fundamental, technical, and cyclical analysis to build tailored portfolios, uses model portfolios and rebalancing software, and manages accounts on both discretionary and non‑discretionary bases. Addison Capital advises across a broad range of instruments — equities, fixed income, structured notes, and private investment funds — and conducts due diligence on private funds while leaving final investment decisions to clients. Noteworthy aspects include formal affiliations with other financial businesses — an affiliated SEC‑registered adviser, a FINRA‑registered broker‑dealer, and an insurance affiliate — and the sponsorship of a private fund, each of which the firm discloses and manages through policies and solicitor disclosures. The firm has documented referral arrangements with a banking entity that holds a minority equity interest, reports material changes to those arrangements, is deemed to have custody for certain accounts via standing letters of authorization, and manages over $1.1 billion of assets with a relatively small advisory team, resulting in a high assets‑per‑advisor ratio.

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.