A complete list of active advisors currently associated with Cratero Capital LLC
Warmer can help you find a great advisor at Cratero Capital LLC or one who fits your needs even better.
Cratero Capital LLC provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts and estates, and pooled investment vehicles. The firm also offers business planning for creators, plus tax, estate and insurance reviews as part of its planning services. Investment management is implemented under a written investment policy statement using ETF‑based model portfolios, periodic rebalancing, and a mix of fundamental, technical, charting and cyclical analysis; accounts are managed on a discretionary basis with quarterly reviews. In addition to standard asset‑based arrangements, the firm also accepts performance‑based engagements and offers investment opportunities tied to a private pooled fund it sponsors. Distinctive features for a single‑advisor independent firm include acting as a sponsor/general partner to a private fund and providing portfolio management for pooled vehicles—activities that are statistically uncommon for peers. The firm’s principals also have insurance agency affiliations and roles in other fund‑management entities and products; these outside activities and related conflicts are disclosed and addressed in the firm’s policies.
To learn more about the advisors currently working at Cratero 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.
Name |
Location |
Years of experience |
|---|---|---|
St. Louis, MO
| 14
|
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