A complete list of active advisors currently associated with Cruden Bay Investment Management, LLC

Warmer can help you find a great advisor at Cruden Bay Investment Management, LLC or one who fits your needs even better.

Cruden Bay Investment Management serves individuals, high‑net‑worth clients, foundations, corporations and other entities with discretionary and non‑discretionary portfolio management, financial planning and periodic consulting. The firm oversees roughly $663 million in client assets and generally requires a $5 million account minimum, subject to waiver. The firm states a risk‑adjusted performance philosophy and employs multiple methods of analysis — including fundamental and technical analysis, long‑ and short‑term strategies — and frequently allocates to separate account managers or third‑party model portfolios. Its brochure discloses ongoing account monitoring with quarterly reviews and performance reporting, and it permits margin/borrowing in client accounts (subject to separate margin agreements). What is notable compared with peers is that Cruden Bay operates a wrap‑fee program that bundles management, transaction and administrative costs, and the firm discloses several relationships that could create conflicts of interest: a forgivable loan from LPL tied to use of LPL custody, consulting fees received from an affiliated private manager (Mavik) to which clients may be referred, and arrangements to compensate outside solicitors for referrals. The firm also notes that some advisory personnel are licensed insurance agents and that margin use affects fee calculations, items the brochure identifies and addresses in its conflict‑of‑interest disclosures.

To learn more about the advisors currently working at Cruden Bay Investment Management, 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.