A complete list of active advisors currently associated with Collaborative Capital Advisors LLC

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

Collaborative Capital Advisors provides portfolio management, financial planning, and investment advisory services primarily to high‑net‑worth individuals, family offices, and related institutional clients. The firm typically works with clients who have substantial net worth (the brochure states it generally works with clients with net worths of $25 million or more) and also accepts trusts, estates, charities and other entities. CCA documents client objectives in an Investment Policy Statement, requests discretionary trading authority for many accounts, and applies fundamental, quantitative and modern portfolio theory analyses to construct tailored portfolios. The firm invests across public and private markets — including private equity, venture capital, hedge funds, real estate funds and cryptocurrencies — and may allocate to third‑party managers while employing strategies that can include short sales, margin and options. What distinguishes CCA from many peers is that it advises and sponsors pooled private investment vehicles and private funds and, for those fund investments, its affiliates can receive performance‑based compensation (carried interest); the brochure discloses these side‑by‑side conflicts and describes fee‑level mitigation steps. The firm also operates with a small advisory team and client roster while overseeing several hundred million dollars in AUM and maintains a related retainer‑based family office advisory entity.

To learn more about the advisors currently working at Collaborative Capital 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.