A complete list of active advisors currently associated with C.R. Haupt LLC

Warmer can help you find a great advisor at C.R. Haupt LLC or one who fits your needs even better.

The firm provides investment advisory services to individuals and a range of other clients (including trusts, retirement plans, and business entities) and also offers small business consulting. It delivers both discretionary and non-discretionary portfolio management as well as planning and other advisory engagements. Its investment process draws on fundamental, technical, and cyclical analysis and it implements a broad set of strategies, including long- and short-term positions, trading, short sales, margin, option writing, cryptocurrency transactions, and investments in SPACs. Accounts are reviewed periodically and clients receive regular account statements; clients may also impose investment restrictions and authorize the firm to deduct fees directly from custodial accounts. Noteworthy for a solo independent adviser, the firm manages approximately $1.94 million for a very small client base (six clients) and discloses substantial outside business activities in aviation operations and consulting for its managing partner. The brochure indicates the firm provides client communications beyond routine account statements (including periodicals or newsletters) and documents the use of advanced and higher-risk trading techniques that are less common among similarly sized peers.

To learn more about the advisors currently working at C.R. Haupt 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
Cory Haupt	Eau Claire, WI	14

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