A complete list of active advisors currently associated with Civitas Management LLC

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

Civitas Management LLC is a state-registered, fee-only investment adviser that provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm offers both ongoing and project-based planning engagements and constructs portfolios using individual securities, mutual funds, ETFs, and other available investments. The firm emphasizes a client-tailored approach that starts with assessing risk tolerance, time horizon, and financial goals to determine an appropriate asset allocation, using a mix of active and passive strategies and periodic rebalancing. Civitas typically supervises accounts on a discretionary basis, conducts at least quarterly reviews, and coordinates with clients’ attorneys and tax professionals when providing estate and tax planning guidance. Noteworthy aspects include that the firm is newly formed and, in its most recent filing, reports no regulatory assets under management and no clients; it is organized around a single principal with limited prior advisory tenure. Civitas operates without broker-dealer affiliations, does not custody client assets, and recommends an independent custodian for trade execution and custody.

To learn more about the advisors currently working at Civitas 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
Connor Carbullido	Brooklyn, NY	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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