A complete list of active advisors currently associated with Cloyd Capital

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

Cloyd Capital serves individual clients, including high-net-worth households, offering comprehensive financial planning and discretionary investment management along with retirement, tax planning, and estate-planning support. Client relationships begin with a personalized discovery process and ongoing plan monitoring, with formal reviews at least annually and access to the advisor for education and updates. The firm’s investment approach favors passive, low-cost, tax-efficient mutual funds and ETFs, with portfolios customized to client objectives, time horizon, and documented risk tolerance. Retirement planning incorporates detailed projections and Monte Carlo simulations to assess withdrawal strategies, sequence-of-return risk, and long-term goal confidence. As a solo practice, the firm is led by an engineer-turned-adviser who maintains full-time external employment and designates specific Sunday hours for client meetings and account work, an operational cadence that differs from most peers. The practice manages a very small number of client relationships with modest assets under management, uses a modern custodial platform for trade execution and reporting, does not vote client proxies, and has a continuity plan that relies on the custodian to facilitate client transitions in the event the adviser cannot continue.

To learn more about the advisors currently working at Cloyd Capital, 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.