A complete list of active advisors currently associated with Atticus Capital Advisors LLC

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

Atticus Capital Advisors LLC provides investment management and portfolio management services to individuals and high net worth individuals, including guidance on IRA rollovers. As of February 9, 2026 the firm reported managing $103,099,917 on a discretionary basis for approximately 133 clients. The firm initiates relationships by developing an Investment Objective and Policy Statement tailored to each client and implements those plans primarily through discretionary management and model portfolios. Atticus combines fundamental and technical analysis, modern portfolio theory, and both long‑ and short‑term trading approaches, and notes that clients invested in firm model portfolios generally cannot impose restrictions on specific model holdings. The firm's principal holds the CFA charter and brings more than 30 years of portfolio management experience, including prior chief investment responsibilities, which informs its taxable and municipal fixed‑income and equity work. Operationally, Atticus discloses that it does not vote client proxies (custodians send proxy materials directly) and uses Schwab’s institutional custody and trading platform, a relationship the brochure says provides services that may benefit the firm.

To learn more about the advisors currently working at Atticus Capital Advisors 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.