A complete list of active advisors currently associated with Approach Capital LLC

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

Approach Capital provides discretionary portfolio management primarily to individual and high‑net‑worth clients, delivering ongoing investment oversight and an individualized Investment Policy Statement for each account. The firm reports managing roughly $100 million for about 100 clients and charges asset‑based advisory fees rather than participating in wrap programs. The firm’s investment process is grounded in modern portfolio theory and a long‑term trading approach, with portfolios constructed from mutual funds, ETFs (including precious‑metal sector ETFs), equities, fixed income, REITs, commodities and Treasury inflation‑protected securities. Approach Capital manages client assets internally (it does not select third‑party managers), seeks discretionary authority for trading, and conducts at least quarterly reviews and reporting. Notable distinctions include a recent transition from state to SEC registration and a practice of not aggregating block trades for multiple client accounts, which can affect trade execution and allocation compared with many peers. The firm also added Vantage Self‑Directed Retirement Plans to its brokerage options and discloses that the principal has outside business interests (a storage facility and a manufacturer/distributor) that may be offered to clients and are treated as potential conflicts of interest.

To learn more about the advisors currently working at Approach 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.