A complete list of active advisors currently associated with Cabildo Capital LLC

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

Cabildo Capital provides discretionary portfolio management and integrated financial planning to individual and high‑net‑worth clients, managing approximately $66 million for about 80 accounts and generally maintaining a $100,000 minimum that it may waive. Services include strategic asset allocation, bespoke portfolio construction, ongoing investment supervision, and financial planning services offered as part of the advisory relationship at no additional fee. The firm combines fundamental and technical analysis with proprietary research — including verification of public filings and hands‑on monitoring of products — to identify perceived price inefficiencies and construct individualized portfolios; it may also use passive index funds when appropriate and engages in short sales and active trading. Cabildo requires discretionary authority, does not use model portfolios, and emphasizes liquidity and diversification to manage market and idiosyncratic risks. Cabildo’s regulatory history is a distinguishing feature: the firm and its principal entered into an administrative consent order in 2019 related to unregistered advisory activity for a portion of 2018, refunded affected fees and paid a $10,000 penalty. The firm commonly directs clients to a particular custodian and receives research and other “soft dollar” benefits from that custodian, and it maintains written personal‑trading and conflicts‑of‑interest policies intended to mitigate potential timing or allocation issues.

To learn more about the advisors currently working at Cabildo 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.