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

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

Appalaches Capital, LLC provides discretionary portfolio management to individuals, trusts, and high‑net‑worth clients and also offers consulting services to other investment advisers. The firm limits its advisory services to a single uniform strategy, Appalaches Core LO, and provides written performance reports and account updates at least quarterly. The Appalaches Core LO strategy is a concentrated, long‑only equity approach that typically holds about 12–20 long positions and may include equities, ETFs, and other exchange‑traded securities. Investment decisions are driven by a combination of fundamental and quantitative analysis, with an emphasis on identifying idiosyncratic opportunities in parts of the market the firm views as inefficient; the strategy is not positioned as a fully diversified, multi‑asset portfolio and does not include holistic financial planning or tax advice. Noteworthy distinctions include the firm’s practice of publishing and communicating performance information for its strategy — a relatively uncommon disclosure among peers — and a formal research‑sharing and consulting arrangement with a third‑party adviser that commits the firm to a minimum of 30 hours of stock research per month (about five hours per week during trading hours). The firm also relies solely on its sole investment professional for all investment decision‑making and day‑to‑day operations, a dependence the brochure identifies as a material operational consideration.

To learn more about the advisors currently working at Appalaches 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.