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 LLC is an independent advisory firm that provides discretionary portfolio management to individuals and high‑net‑worth individuals, developing an Investment Policy Statement for each client and monitoring portfolios on an ongoing basis. The firm offers advice across mutual funds, ETFs, equities, fixed income, real estate funds, commodities and non‑U.S. securities and recommends custodians including Schwab Institutional, Vantage Self Directed Retirement Plans and Fidelity. The firm’s investment process is grounded in modern portfolio theory and a long‑term trading approach, with portfolio construction tailored to each client’s risk tolerance and time horizon and executed under discretionary authority. Approach Capital manages client assets internally rather than selecting third‑party managers and documents efforts to allocate investment opportunities fairly among clients. Several operational features distinguish the firm from many peers: it reports roughly $100 million in discretionary assets while operating with a single adviser and up to two employees, it does not aggregate (block) trades across multiple client accounts, and it discloses compensation practices for assets invested in private or held‑away funds (including a reported minimum flat fee of 1%). The brochure also notes the principal’s outside business activities (a storage facility and a consumer product company) that could present potential conflicts of interest, and a recent transition from state to SEC registration.

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.