A complete list of active advisors currently associated with Asbury Capital

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

Asbury Capital is a small, fee-only independent advisory firm that serves individual clients with investment management, ongoing and project-based financial planning, and occasional educational seminars. The firm oversees a very limited number of client accounts with total assets under management in the low millions, and provides both discretionary and non-discretionary portfolio services. The firm develops individualized investment policies and implements portfolios using a blend of passive and active strategies, modern portfolio theory, and a range of analytical techniques including fundamental, technical, cyclical, and charting analysis; it may also engage third‑party outside managers. Portfolios can be tailored for tax considerations and for clients who request socially responsible investing options, and accounts are reviewed periodically. Noteworthy aspects include a service and pricing arrangement that combines a recurring planning fee with a reduced asset-based management component to broaden access for clients with lower investable assets until those assets rise above a higher threshold. The brochure also discloses the firm’s use of leveraged and inverse ETFs and that the firm’s principal maintains a significant outside sales role with a financial-technology vendor, items that are uncommon for a firm of this size.

To learn more about the advisors currently working at Asbury Capital, 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.