A complete list of active advisors currently associated with Broadreach Capital, LLC

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

BroadReach Capital, LLC is a fee‑only registered investment adviser that provides portfolio management and investment planning primarily for individual clients seeking long‑term growth and capital appreciation. The firm describes a consultative onboarding process to define objectives and risk tolerance and manages a small client base (twelve accounts) with customized investment plans. The investment approach blends fundamental and technical analysis with asset allocation principles and elements of modern portfolio theory, using a mix of common and preferred equities, ETFs, and fixed‑income instruments. Accounts are generally managed on a discretionary basis, trades are executed through a custodial relationship with a major broker‑dealer, and portfolios are reviewed on an ongoing basis to align with client goals. What is most distinctive for a firm of this size is its disclosed affiliation with a related private pooled vehicle that employed a multi‑strike buy/write options strategy driven by a proprietary quantitative model and invested in broad‑market and sector ETFs; that fund is currently closed and in liquidation. The brochure highlights potential conflicts arising from that affiliation, the firm’s custodial and trading arrangements that provide indirect non‑monetary benefits, and written policies and independent oversight intended to address those conflicts.

To learn more about the advisors currently working at Broadreach 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.

Name	Location	Years of experience
James Wolter	Ponte Vedra Beach, FL	37

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