A complete list of active advisors currently associated with D2 Capital Management
Warmer can help you find a great advisor at D2 Capital Management or one who fits your needs even better.
D2 Capital Management is a fee-only, state-registered investment adviser that provides discretionary and non-discretionary portfolio management and written financial planning for individual investors (including high-net-worth clients), trusts, and charitable organizations. The firm manages client assets across several strategies, including an actively managed individual-stock strategy, fixed income portfolios that primarily use ETFs, and diversified asset allocation models. D2’s stock strategy is described as an actively managed, “go-anywhere” approach that blends value-oriented and growth-at-a-reasonable-price techniques, applying fundamental analysis and a proprietary valuation model to identify stocks the firm believes are selling below fair value; the firm may use options, margin, and short positions as part of its portfolio management. Fixed income and asset allocation strategies emphasize ETFs and mutual funds for income and diversification, and accounts are reviewed at least annually and shaped to each client’s risk tolerance, time horizon, and cash flow needs. Compared with peers, D2 is notable for offering a performance-based fee option to qualified clients under SEC Rule 205‑3, with performance fees calculated quarterly subject to a high‑water mark adjusted for cash flows and accompanying policies intended to address potential allocation conflicts. The firm’s small advisory team manages a concentrated, stock‑oriented investment process that combines fundamental and technical analysis and explicitly permits option-writing strategies (cash‑secured puts and covered calls) within client portfolios.
To learn more about the advisors currently working at D2 Capital Management, 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 |
|---|---|---|
Jacksonville, FL
| 16
| |
Jacksonville, FL
| 15
|
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