A complete list of active advisors currently associated with Autumn Branch Capital, LLC

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

Autumn Branch Capital, LLC is a fee-only registered investment adviser that offers wealth management and financial planning services to individuals, high-net-worth clients, and businesses. As disclosed in its initial ADV filing, the firm had not yet established client relationships or assets under management. The firm provides portfolio management on both discretionary and non-discretionary bases and builds client portfolios using asset allocation, a combination of passive and active strategies, and fundamental and fund-level analysis; tax considerations and client-imposed investment restrictions are incorporated into its process. Financial planning is offered as a limited-scope, one-time engagement that results in a written plan addressing topics such as retirement, estate, cash flow, business planning, and insurance, with implementation generally the client’s responsibility. Compared with many newly registered firms without active advisors, Autumn Branch emphasizes fixed-fee financial planning in addition to asset-based investment management and operates under a fee-only model, with the firm’s principal holding CFP® certification. The firm does not act as a private fund adviser, does not offer performance-based or wrap-fee programs, and recommends using an institutional custodian platform for custody and execution and access to related research and technology.

To learn more about the advisors currently working at Autumn Branch 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
Jacob Hoheisel	Statesville, NC	2

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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