A complete list of active advisors currently associated with Crimson Investment Managers, LLC
Warmer can help you find a great advisor at Crimson Investment Managers, LLC or one who fits your needs even better.
Crimson Investment Managers, LLC provides discretionary portfolio management and related investment advisory services primarily to individual and high‑net‑worth clients, documenting client goals and risk tolerances in an Investment Policy Statement and monitoring portfolios on an ongoing basis. The firm advises across a broad set of securities — including mutual funds, equities, fixed income, ETFs, real estate funds and annuities — and also offers access to private placements and venture capital investments while employing options, short sales and margin when appropriate. The firm’s investment process combines multiple methods of analysis — fundamental and quantitative analysis, modern portfolio theory, and technical/charting and cyclical analysis — to establish asset allocation and security selection, with accounts generally managed under discretionary authority. Crimson IM conducts at least annual reviews, provides quarterly custodian reporting, and seeks to allocate opportunities fairly among clients as described in its policies. Noteworthy for a solo, independent adviser managing roughly $17 million across about 28 clients, the firm’s routine use of higher‑risk strategies and alternative investments (short selling, margin trading, options, private placements and venture capital) is less common among peers of this size. A principal of the firm is also a licensed insurance agent who may offer commissionable insurance products, a potential conflict of interest the brochure discloses, and the firm manages client assets internally rather than sub‑advising to third parties.
To learn more about the advisors currently working at Crimson Investment Managers, 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 |
|---|---|---|
Westminster, CA
| 13
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)