A complete list of active advisors currently associated with Broxton Capital Advisors

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

Broxton Capital Advisors provides investment advisory and portfolio management to individuals, corporations, trusts, other advisors, and institutions. The firm manages two core strategies—Smart Yield and the Alpha Portfolio—and offers separately managed accounts as well as co‑advisory and sub‑advisory services. The firm’s investment process combines fundamental and technical analysis with proprietary algorithms, quantitative/statistical methods and disclosed use of AI as a research and editing tool. Broxton focuses on income and total‑return objectives while employing a range of instruments (equities, leveraged ETFs, options, short positions and both investment‑grade and sub‑investment‑grade bonds), may hold less liquid securities, and uses micro‑positioning and other active trading techniques with limited emphasis on tax efficiency. What is distinctive for a firm of this size is that it publishes composite performance and net‑of‑fee returns (calculated using time‑weighted returns) for its strategies and uses those results in reporting and advertisements. The firm also operates a separately managed BDC Income Fund that seeks to track a MarketVector BDC index and provides model portfolios to other advisors, arrangements that can produce execution and performance differences across client platforms.

To learn more about the advisors currently working at Broxton Capital Advisors, 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.