A complete list of active advisors currently associated with Brol Capital Management, LLC
Warmer can help you find a great advisor at Brol Capital Management, LLC or one who fits your needs even better.
Brol Capital Management serves individuals and families as well as institutional clients such as foundations, endowments, private investment funds, and small to mid-sized businesses through 3(38) fiduciary services for employer retirement plans. The firm provides fee-based financial planning, asset allocation and portfolio construction, concentrated All‑Cap equity sleeves, total‑return strategies, alternative investment due diligence, and 3(38) plan management. Investment approach centers on a mean‑variance core/satellite framework: a core global allocation implemented mainly with ETFs and fixed‑income instruments, complemented by satellite allocations that include a concentrated All‑Cap equity portfolio, a Total Return sleeve using stocks, ETFs and options for absolute‑return objectives, and allocations to third‑party alternative managers after due diligence. Portfolio decisions use proprietary models, long‑term capital market assumptions and opportunistic rebalancing; discretionary authority is used for managed retail accounts while 3(38) relationships are handled under fiduciary plan arrangements. The firm is notable among solo independent advisers for its material business with corporate/plan and other institutional clients and for holding a larger portion of assets in 3(38) fiduciary relationships rather than solely discretionary individual accounts. The principal is a CFA charterholder who also teaches finance part‑time and provides analytic expert‑witness services, activities that the brochure cites as part of the firm’s professional profile and research capabilities.
To learn more about the advisors currently working at Brol 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 |
|---|---|---|
Hampton Cove, AL
| 15
|
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