A complete list of active advisors currently associated with Analog Capital Partners LLC

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

Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and also serves other investment advisers by acting as a subadviser. The firm documents client goals and constraints in an Investment Policy Statement for each account and manages roughly $92.8 million in discretionary assets across its client relationships. The firm builds customized portfolios aligned to clients’ time horizons and risk tolerances and typically implements them using a mix of fundamental, quantitative, technical and modern‑portfolio‑theory approaches. Portfolio construction includes equities, ETFs, fixed income, real estate funds and options (including covered options), and the firm uses RightCapital software to assemble and deliver financial plans. Noteworthy features include a recent expansion to formal subadviser arrangements (disclosed as a material change) and the use of third‑party referral arrangements, including participation in the Zoe Advisor Network and revenue‑share models, to source clients. The firm also discloses a written code of ethics, procedures intended to ensure fair allocation of investment opportunities, and management that includes credentialed investment professionals such as a CFA charterholder.

To learn more about the advisors currently working at Analog Capital Partners 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.

You can also browse Analog Capital Partners LLC's office locations.

Name	Location	Years of experience
Daniel Adams	Houston, TX	6
Billy Desai	Houston, TX	6
Benjamin Dorsey	Frederick, MD	6
Thomas Kluttz III	Naples, FL	0
Thomas Mott	Houston, TX	4
Jeff Pomerantz	Herndon, VA	4
Jonathan White	Austin, TX	5

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