A complete list of active advisors currently associated with Damian Capital Management, LLC
Warmer can help you find a great advisor at Damian Capital Management, LLC or one who fits your needs even better.
Damian Capital Management, LLC is a small independent registered investment adviser that provides discretionary portfolio management and occasional investment recommendations to individual clients. The firm customizes portfolios to each investor’s time horizon, risk tolerance, and goals, and manages approximately $590,000 of client assets across about 15 client relationships while accepting only a limited number of new clients as it winds down operations. The managing director uses published research, subscription analysis and both fundamental and technical methods, favoring dividend-paying stocks and exchange-traded funds and more recently shifting toward broad indexed ETFs such as VOO and SPY. The firm sometimes invests in smaller, thinly traded Canadian issues (using limit orders), ceased prior use of leveraged ETFs in 2021, and does not hold direct cryptocurrencies but may hold Bitcoin-linked trusts and mining-company equities. Noteworthy features include the principal’s long prior career in geology, engineering and construction management and the firm’s one-person structure without a formal written Code of Ethics or an active website. Custody is arranged through a single custodian that also deducts advisory fees, clients retain proxy-voting responsibility, and the firm’s small scale and winding-down status distinguish it from many peers.
To learn more about the advisors currently working at Damian Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 22
|
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