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

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

Brandsma Capital LLC provides portfolio management, financial planning, and access to cash-management and account-aggregation services. The firm’s ADV lists individuals and high‑net‑worth individuals as client types and reports no assets under management as of June 2025. The firm generates an Investment Policy Statement for each client and tailors portfolios to goals, time horizon, and documented risk tolerance, using a mix of methods that include fundamental, quantitative, technical (charting), cyclical analysis, and modern portfolio theory, and employing both long‑ and short‑term trading. BCL may utilize a wide range of instruments — including structured products, private placements, non‑traded REITs, venture capital funds, and ETFs — and states a policy of aiming for fair allocation of limited opportunities such as IPOs among clients. Distinctive features noted in the brochure include the regular distribution of email newsletters and social media posts and the offering of educational seminars to groups (often provided as community service), alongside availability of hourly planning engagements. The firm also discloses that a principal holds an insurance license but does not actively use it in the advisory business and does not accept outside compensation for insurance referrals.

To learn more about the advisors currently working at Brandsma 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.