A complete list of active advisors currently associated with Ardent Investors, LLC
Warmer can help you find a great advisor at Ardent Investors, LLC or one who fits your needs even better.
Ardent Investors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individual and high-net-worth clients. As of March 2026 the firm managed approximately $19.2 million across about 26 client relationships and does not offer wrapped fee programs. The firm employs an active investment approach using a blend of fundamental, technical, cyclical and charting analyses to build diversified portfolios across mutual funds, ETFs/ETNs, individual equities, fixed income, MLPs and REITs. Portfolios may include derivative-based strategies — including covered calls, cash‑covered puts and purchased options for hedging or investment purposes — and the firm permits hedges such as inverse ETFs when deemed appropriate. What is distinctive for this adviser relative to most independent peers is the explicit use of derivatives in separately managed accounts, a practice that is relatively uncommon among firms of this type. The sole advisor holds a CFA charter and a law degree, operates with a small client base, and requires client custody with a large institutional custodian, which influences the firm’s trade execution, reporting, and operational arrangements.
To learn more about the advisors currently working at Ardent Investors, 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 |
|---|---|---|
Colorado Springs, CO
| 4
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")