A complete list of active advisors currently associated with Aetolia Capital LLC
Warmer can help you find a great advisor at Aetolia Capital LLC or one who fits your needs even better.
Aetolia Capital provides discretionary investment management through separately managed accounts to individuals, households and high-net-worth investors, typically opening accounts via an internet-based process. The firm manages roughly $44.5 million across about 55 client accounts and charges fees based on a percentage of assets under management, with a stated initial investment guideline of $250,000 (exceptions considered case-by-case). The firm’s investment approach combines macroeconomic analysis with a research-driven process that incorporates fundamental, quantitative and technical analysis to identify opportunities across equities, ETFs, closed-end funds and fixed income; trading may employ techniques such as leverage or short sales when appropriate. Portfolios are monitored at least quarterly and the adviser exercises broad discretionary authority, generally limiting client-imposed investment restrictions unless negotiated in advance. Notable operational features include a solo-adviser structure with industry experience, a stated policy of not voting client proxies, and limited custody limited to client-authorized fee deductions rather than full account custody. The firm executes trades through the client’s broker of record, aggregates client orders when appropriate, does not enter into soft-dollar arrangements to obtain research, and maintains a written Code of Ethics governing personal trading and potential conflicts.
To learn more about the advisors currently working at Aetolia Capital 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 |
|---|---|---|
Hockessin, DE
| 25
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")