A complete list of active advisors currently associated with Alessandra Capital Management, LLC
Warmer can help you find a great advisor at Alessandra Capital Management, LLC or one who fits your needs even better.
Alessandra Capital Management, LLC provides discretionary investment management and financial planning to individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations, and other business entities. Its services include individually managed accounts, financial consulting and planning engagements, and an option to implement recommendations on the firm’s advisory platform, with occasional recommendations of insurance products by licensed associates. The firm tailors portfolios through initial meetings (in person or by phone) to assess goals, resources, and risk tolerance, and uses model portfolios, tactical asset allocation, ETFs, mutual funds, and individual stocks and bonds with regular monitoring and periodic rebalancing (typically weekly or monthly). Financial planning and cash‑flow analysis are supported by Right Capital software and may be delivered as written plans, flat‑fee projects, or hourly consulting, with implementation offered as part of the advisory relationship. Noteworthy distinctions include that the firm acts as a wrap‑fee program sponsor—an arrangement that is uncommon among supported peers—offering all‑inclusive accounts that cover transaction costs. The firm also recently transitioned to SEC registration after surpassing regulatory AUM thresholds, operates primarily on the LPL Financial custodial platform with dually registered representatives and insurance licenses, and discloses receipt of platform transition assistance and related benefits, which the brochure identifies as a potential conflict of interest.
To learn more about the advisors currently working at Alessandra 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.
Name |
Location |
Years of experience |
|---|---|---|
Torrance, CA
| 31
| |
Torrance, CA
| 22
|
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)