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

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

Augusta Capital provides discretionary investment management and related advisory services to individuals, high net worth individuals, trusts, and estates, and also assists with financial planning and retirement-account rollover decisions. As of December 31, 2025 the firm reported approximately $33.447 million in discretionary assets under management across 12 client relationships; like many independent advisors it charges percentage-of-AUM fees and focuses on portfolio management for individuals. The firm constructs customized portfolios using ETFs, mutual funds, individual stocks and bonds, and may retain legacy positions for tax or strategic reasons while providing ongoing oversight and at least annual formal reviews. Its process combines fundamental and technical analysis — the principal holds a Chartered Market Technician (CMT) designation — and generally emphasizes a long-term approach while permitting shorter-term trades for rebalancing or opportunistic adjustments. Noteworthy features include a small client base relative to assets under management, producing a high assets-per-client profile within a solo-advisor structure that emphasizes direct client contact and discretion. The firm maintains an institutional relationship with a major custodian that provides technology and other economic benefits (disclosed as a potential conflict of interest), allows supervised persons to trade in the same securities as clients under a Code of Ethics, and does not take custody of client assets except for fee deduction authority.

To learn more about the advisors currently working at Augusta 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.

Name	Location	Years of experience
Walter Dixon III	Roanoke, VA	25

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