A complete list of active advisors currently associated with Buffalo Capital Advisors LLC
Warmer can help you find a great advisor at Buffalo Capital Advisors LLC or one who fits your needs even better.
Buffalo Capital Advisors offers portfolio management and financial planning services for individuals and high‑net‑worth clients, preparing individualized Investment Policy Statements and providing both discretionary and non‑discretionary account management. The firm currently reports no assets under management and uses asset‑based advisory billing while also offering hourly financial planning arrangements. Its investment process combines multiple methods of analysis — including fundamental, quantitative, technical, cyclical, charting techniques, and modern portfolio theory — and may employ model allocations available through a custodian model marketplace; portfolios are tailored to clients’ goals, time horizons, and documented risk tolerances. BCA monitors accounts regularly and can execute trades under discretionary authority when agreed in the advisory contract. Noteworthy distinctions include an ownership and affiliation with Buffalo Financial Group LLC and that a firm principal is an independent licensed insurance agent who accepts compensation for insurance sales, a relationship the brochure discloses and that the firm documents as a potential conflict of interest. The firm also requires clients to use a specified custodian (Altruist Financial) and accepts hourly fees for financial planning — two practices that are less common among peers in the investment manager category.
To learn more about the advisors currently working at Buffalo Capital Advisors 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 |
|---|---|---|
Fort Wayne, IN
| 9
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")