A complete list of active advisors currently associated with CINCaP Asset Management

Warmer can help you find a great advisor at CINCaP Asset Management or one who fits your needs even better.

CINCaP Asset Management provides wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses and certain charitable or institutional clients. The firm reports about $34.3 million in assets under management, a very small client roster, and offers ongoing portfolio management and financial planning without a stated account minimum. The firm’s investment approach emphasizes long-term, strategic asset allocation with broad diversification, typically implemented with mutual funds and ETFs, disciplined rebalancing, and tax‑aware techniques such as tax‑loss harvesting and asset‑location decisions. CINCaP also uses third‑party managers and may recommend private investment funds, and it can employ margin and options strategies when authorized by clients. Distinctive features include an affiliation with a broker‑dealer (CINCaP Investment Group) and shared senior management between the entities, which creates the potential for cross‑referrals and conflicts of interest that the firm discloses. The firm generally recommends accounts be custodied at RBC and discloses receipt of non‑transactional support and services from that custodian; one supervised person is also registered with the affiliated broker‑dealer and may be able to offer commission products.

To learn more about the advisors currently working at CINCaP Asset Management, 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.