A complete list of active advisors currently associated with Bianco Capital Management, LLC
Warmer can help you find a great advisor at Bianco Capital Management, LLC or one who fits your needs even better.
Bianco Capital Management provides discretionary portfolio management and periodic investment education workshops to individual investors (including high‑net‑worth individuals) and small businesses, reporting about $2.94 million in assets across roughly ten client relationships. The firm does not offer traditional financial planning, wrapped fee programs, or sponsor pooled investment vehicles. The firm uses a Core+ Satellite approach combining passive index-based mutual funds and ETFs as the portfolio core with active or alternative satellite positions, and draws on fundamental, charting, technical, and cyclical analyses to inform allocations. Portfolios are typically managed on a discretionary basis, with quarterly reviews and at least an annual in‑person review, and the firm offers complimentary educational seminars on general personal finance topics. The brochure discloses that the principal devotes substantial time to other closely held business activities—up to about 85% of monthly time—an operational detail that may affect advisor availability. The firm relies on external custodial platforms (including use of Altruist and participation in an Interactive Brokers advisor support program), receives certain support services from custodians, does not produce its own performance reports, and leaves proxy voting to clients.
To learn more about the advisors currently working at Bianco 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 |
|---|---|---|
Davin, WV
| 6
|
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