A complete list of active advisors currently associated with Cottonwood Capital Advisors

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

Cottonwood Capital Advisors provides financial planning, retirement‑plan consulting, and discretionary portfolio management primarily for individual and high‑net‑worth clients, and also serves pension plans, charitable organizations, corporations, other advisers and private funds. The firm offers access to a wide range of securities, exchange‑traded products, mutual funds, variable and fixed‑indexed insurance products, and alternative investments, and it additionally sponsors special purpose vehicles (SPVs) to facilitate qualified clients’ investments in pooled investment vehicles. The firm delivers advisory services largely through Commonwealth’s PPS Custom and PPS Select programs, blending advisor‑led portfolio construction with model portfolios and asset‑allocation approaches; advisors use fundamental, quantitative and qualitative analysis as appropriate. Cottonwood may also recommend direct participation programs, private placements and insurance products, and clients who choose the private fund route invest through SPVs under separate offering documents and investor discretion. Cottonwood’s profile differs from many team firms because it acts as a fund sponsor and private‑fund adviser that can manage pooled vehicles and accept performance‑based compensation (in the form of carried interest) from SPVs, arrangements that are relatively uncommon for firms in this category. The firm also relies on Commonwealth (and related custodian/clearing relationships) for execution, reporting and administrative services and discloses economic arrangements with Commonwealth/LPL that create potential conflicts of interest the firm describes and seeks to manage.

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