A complete list of active advisors currently associated with Carnahan Capital Management, LLC
Warmer can help you find a great advisor at Carnahan Capital Management, LLC or one who fits your needs even better.
Carnahan Capital Management, LLC is a small, independent registered investment adviser that provides discretionary asset management to a limited set of clients, including individuals, high-net-worth individuals, trusts, foundations, and business entities. The firm documents client goals in investment policy statements or client profile forms and manages portfolios on an ongoing basis with authority to execute transactions on clients’ behalf. The firm’s investment approach emphasizes bottom-up stock selection using fundamental and qualitative analysis, with a preference for longer-term holdings alongside periodic rebalancing and risk monitoring. Accounts are reviewed at least quarterly, with more frequent reviews when market conditions warrant, and clients may impose written restrictions on investments. Distinctive features include its recent establishment as a sole-practitioner practice overseeing roughly $7.5 million in client assets across six accounts, which leads to direct advisor involvement in portfolio management. The principal’s background in accounting and institutional treasury, the firm’s policy not to vote proxies on clients’ behalf, and the availability of a multi-year client relationship fee concession (as disclosed in the brochure) are additional characteristics that set it apart from many peers.
To learn more about the advisors currently working at Carnahan 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 |
|---|---|---|
Midlothian, VA
| 3
|
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