A complete list of active advisors currently associated with Circle N Advisors, LLC

Warmer can help you find a great advisor at Circle N Advisors, LLC or one who fits your needs even better.

Circle N Advisors manages approximately $94.2 million in discretionary assets across about 106 accounts and provides investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. It offers portfolio management under its Long‑Weighted Investment Strategy and requires client agreements for participation. The Long‑Weighted Strategy is a long‑only approach that combines top‑down and bottom‑up security selection using fundamental, technical, and macroeconomic analysis, seeking both income and long‑term capital gains while generally avoiding options‑based hedging (though ETF‑based hedging may be used). Circle N typically structures accounts individually, may require margin accounts, emphasizes holding positions for extended periods, and invests in micro/small‑cap and other less liquid securities, which can affect trade timing and liquidity. Distinctive features relative to peers include a pronounced tendency toward concentrated, often illiquid positions—across strategy participants holdings may exceed 50% of a company’s outstanding shares—and the attendant risks of margin use and in‑kind liquidations. The firm also discloses potential conflicts from adviser and family‑related holdings, occasional cross‑account trading, and employee personal trading (including early‑look purchases), which it manages through a Code of Ethics and trade‑allocation policies.

To learn more about the advisors currently working at Circle N 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.