A complete list of active advisors currently associated with Critical Capital LLC

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

Critical Capital provides discretionary and non‑discretionary asset management, financial planning and consulting, and limited ERISA 3(21) retirement‑plan advisory services to individuals, high‑net‑worth clients, and business entities. Offerings include ongoing portfolio management, comprehensive and single‑topic financial plans, and plan‑sponsor support such as investment policy development, monitoring, and participant education. The firm tailors investment programs to client objectives and risk tolerances using fundamental and technical analysis across long‑ and short‑term strategies, and it may utilize options, margin, and alternative exposure where appropriate. Critical Capital also engages sub‑advisors for portions of client portfolios and maintains routine account reviews with rebalancing and tax‑loss harvesting where indicated; it offers performance‑based arrangements for qualifying clients. What sets the firm apart from many peers is its combination of performance‑based fee arrangements (reserved for qualified clients) and an affiliated insurance practice whose representatives receive commission‑based compensation—both of which are disclosed as potential conflicts of interest. The firm also recently shifted from operating under a separate registration to delivering advisory services directly and expressly provides limited‑scope ERISA 3(21) pension consulting, a service mix that is uncommon for a small independent adviser.

To learn more about the advisors currently working at Critical 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.