A complete list of active advisors currently associated with ConCap LLC

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

ConCap serves individual clients, including high‑net‑worth individuals, by providing asset management along with comprehensive financial and estate‑planning services. The firm emphasizes ongoing portfolio construction, client communication, and account monitoring as part of its active asset‑management offering. The firm’s investment process combines fundamental analysis with Modern Portfolio Theory to establish asset allocations and to select funds and securities, typically implementing long‑term purchases with periodic rebalancing. Portfolios are tailored to clients’ stated goals and risk tolerances and may be managed on either a discretionary or non‑discretionary basis with clients able to impose reasonable investment restrictions. Distinctive features include a single‑advisor model in which the firm’s principal—who holds CFP and ChFC credentials—also maintains an active registered‑representative relationship with a broker‑dealer (approximately 40 hours per month) and sells insurance products, arrangements the brochure discloses can produce commission income and potential conflicts of interest. The firm requires clients to custody assets at Interactive Brokers, does not vote proxies on clients’ behalf, and manages a relatively small client base and asset pool compared with larger advisory firms.

To learn more about the advisors currently working at ConCap 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.