A complete list of active advisors currently associated with Advent Capital Strategies, LLC
Warmer can help you find a great advisor at Advent Capital Strategies, LLC or one who fits your needs even better.
Advent Capital Strategies, LLC is a state-registered, single-advisor investment adviser that manages individually tailored, discretionary portfolios for individuals and also provides services to charitable organizations and corporate/business clients. The firm offers portfolio management, retirement-plan consulting (including 401(k) and 403(b) plan setup and ongoing oversight) and limited one-session express financial consulting engagements. The firm primarily follows a passive, asset-class approach that uses low-cost index mutual funds and ETFs to build diversified allocations, and it supplements that work by accessing third‑party model portfolios through its custodian’s Model Marketplace while retaining responsibility for suitability. Account supervision is driven by client objectives, time horizons, risk tolerances and tax considerations, with clients able to impose reasonable investment restrictions and services delivered on a discretionary basis. Advent is atypically small — founded in 2023 with roughly $3.4 million in discretionary assets under management and about two dozen client relationships — and its principal also serves as a lead pastor, dedicating roughly half of his professional time to that role, a dual-career arrangement that may affect scheduling and service delivery. The firm’s explicit work for charitable organizations and small employer/church retirement plans, its decision not to aggregate trades into block orders, and its integrated custody and model-access arrangement with its platform are operational features that distinguish it from many similarly sized independent advisers.
To learn more about the advisors currently working at Advent Capital Strategies, 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 |
|---|---|---|
Port Orchard, WA
| 8
|
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