A complete list of active advisors currently associated with AF Capital Management, LLC

Warmer can help you find a great advisor at AF Capital Management, LLC or one who fits your needs even better.

AF Capital Management provides investment supervisory services, financial planning and retirement-plan advisory to individuals, trusts and business entities. As of December 31, 2025 the firm reported $13,506,000 in discretionary assets across 65 accounts for 26 clients, and it also offers hourly consultations (two‑hour minimum) and qualified retirement plan management and education. The firm offers tiered account management plans from passive, buy‑and‑hold allocations with semi‑annual rebalancing to actively managed plans that employ tactical allocation changes; security selection uses fundamental, technical and cyclical analysis. Depending on the plan, portfolios may include individual stocks, bonds, ETFs, margin positions and a range of options strategies (covered calls, naked puts, spreads and LEAPS), with the most active plan noting frequent trading and many option positions using near‑term expirations. AF Capital Management manages client assets on a discretionary basis and requires client consent for custodian choice, recommending Interactive Brokers and MoneyBlock — the latter specifically noted as an option for transferring loaded mutual funds without triggering taxable sales. The combination of a small client base, multiple clearly delineated active-to-passive plan options, routine use of options (including short option positions) and explicit 401(k) participant education services distinguishes its service mix from many peers.

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