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

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

The firm serves individuals, trusts, estates, charitable organizations and small business entities, providing discretionary and non‑discretionary portfolio management alongside financial planning and consulting. It also offers tax preparation and tax‑related services and makes insurance product recommendations as part of its broader advisory offering. Investment approach centers on strategic asset allocation with passively managed index and ETF exposures as core holdings and selectively used active funds, supported by fundamental, technical, cyclical and charting analysis. Client relationships are tailored through documented financial plans and risk assessments, and the firm uses planning software to model outcomes while monitoring and rebalancing portfolios as appropriate. Noteworthy aspects disclosed in the brochure include that the firm’s principal is also a registered representative who offers commissionable securities through an independent broker‑dealer and receives commissions and 12b‑1 fees, and that the firm provides tax preparation services through the same entity. The principal is additionally a licensed insurance agent in multiple states and the firm discloses referral arrangements with a third‑party advisor for certain retirement account work; these affiliations and revenue sources are identified as potential conflicts of interest in the brochure.

To learn more about the advisors currently working at Brisbois 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.