A complete list of active advisors currently associated with Belleros Capital Management, LLC
Warmer can help you find a great advisor at Belleros Capital Management, LLC or one who fits your needs even better.
Belleros Capital Management, LLC provides investment advisory and written financial planning services to individuals and high‑net‑worth clients through managed accounts, with a stated account minimum of $50,000 and the availability of discretionary portfolio management. The firm’s services include tailored asset allocation recommendations, suitability reviews, and preparation of written investment strategies, with client accounts reviewed at least quarterly. The firm’s approach emphasizes matching asset allocation to each client’s risk tolerance and time horizon and may employ techniques such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. Its stated investment objective is to help clients maintain purchasing power over the long term by taking compensated market risk while seeking to limit uncompensated risks, and clients receive periodic reporting and ongoing suitability reviews. Distinctive features disclosed in the brochure include that the firm’s principal is a licensed insurance agent who may recommend commissionable insurance products and spends up to 30% of their time on insurance activities, a potential conflict of interest the firm acknowledges while noting clients are not required to implement recommendations through the firm. The firm is a recently established, single‑advisor boutique with modest assets under management, the principal holds the CFA charter, and its disclosures indicate the use of endorsements and testimonials in advertising—practices that are uncommon among independent peers.
To learn more about the advisors currently working at Belleros Capital Management, 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 |
|---|---|---|
Upperco, MD
| 17
|
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