A complete list of active advisors currently associated with Beverly Hills Capital Management LLC

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

Beverly Hills Capital Management provides investment advisory services to individual and high‑net‑worth clients, offering tailored asset management on both discretionary and non‑discretionary bases across equities, fixed income, ETFs, mutual funds, options and other public and private securities. The firm reports managing roughly $19 million for about 43 clients and provides ongoing portfolio monitoring, rebalancing and cash management. The firm’s investment process combines fundamental analysis with technical approaches such as charting, technical and cyclical analysis, and it employs long‑term, short‑term and active trading strategies as appropriate to client objectives. Portfolios may include cash and cash equivalents and are reviewed at least quarterly; the firm generally does not accept broad client‑imposed trading restrictions except on a case‑by‑case basis. A noteworthy disclosure in the brochure reports a prior regulatory action: the firm’s registration was revoked in 2011 after an earlier dissolution and failure to terminate the filing, and the firm subsequently refiled and states it now complies with federal and state requirements — a type of disclosure event that is uncommon among peers. The brochure also notes that the firm assesses advisory fees on cash and cash equivalents and relies on a custodial relationship that provides both client services and business support, which the firm identifies as a potential conflict it seeks to manage.

To learn more about the advisors currently working at Beverly Hills 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.