A complete list of active advisors currently associated with Commons Capital, LLC

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

Commons Capital is a registered investment adviser that provides wealth management, discretionary and non‑discretionary portfolio management, and financial planning to individuals, high‑net‑worth families, trusts and estates. The five‑advisor team manages approximately $307 million across about 226 client relationships and constructs portfolios using individual equities, bonds, ETFs, REITs and select private investments. The firm describes a seven‑step risk management process grounded in Modern Portfolio Theory, combining strategic asset allocation with tactical overweight/underweight decisions, pairing passive and active strategies, position limits (typically 5% or less), daily monitoring, and research that incorporates quantitative, fundamental and technical methods. Commons Capital’s approach is primarily long‑term but includes active rebalancing, hedging in significant downturns, and the flexibility to trade shorter‑term positions when client objectives or market conditions warrant. Compared with many peers, Commons Capital sponsors a wrap fee program that bundles securities transaction costs into its advisory fee and discloses its role as program sponsor. The firm also discloses that it may use derivatives and margin/borrowing within separately managed accounts—practices that are relatively uncommon among similarly sized team advisors.

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