A complete list of active advisors currently associated with CRIS Capital, Ltd.
Warmer can help you find a great advisor at CRIS Capital, Ltd. or one who fits your needs even better.
CRIS Capital, Ltd. provides portfolio management and investment-advisory services to individual clients, including both high‑net‑worth and non‑HNW investors. The firm creates an Investment Policy Statement for each client and delivers ongoing monitoring and periodic reporting as part of its advisory services. Investment decisions are guided by fundamental analysis and modern portfolio theory with a long‑term trading focus, and recommendations are tailored to each client’s goals, time horizon, and documented risk tolerance. The firm describes itself as a fiduciary and retains discretionary authority to select, monitor, and reallocate among third‑party subadvisors to implement client strategies. A principal of the firm is also a licensed insurance agent and CRIS Capital offers insurance products, including annuities, on a commissionable basis—a relationship the brochure discloses as a potential conflict of interest. The firm generally delegates trade execution to a third‑party subadvisor and emphasizes oversight of that manager rather than executing trades in‑house, a structure that differs from many peers of similar size.
To learn more about the advisors currently working at CRIS Capital, Ltd., 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 |
|---|---|---|
Katy, TX
| 16
| |
Katy, TX
| 0
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")