A complete list of active advisors currently associated with Defelice Capital Management LLC

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

DeFelice Capital Management LLC provides discretionary investment management and financial planning primarily for individuals, high‑net‑worth investors, and trusts, and will refer clients to third‑party advisers when a different manager’s strategy better fits a client’s needs. The firm manages a small number of client relationships and operates on a discretionary basis for all accounts. The firm uses a two‑track offering: a General Approach that is tailored to each account and benchmarked to appropriate blended indices, and a Concentrated Approach, available only to Qualified Clients, that can concentrate holdings in a small number of securities and may employ options and margin. Portfolios are typically concentrated in a limited number of domestic large‑capitalization companies but may include foreign stocks, ETFs, and fixed income, and clients must accept specific account parameters (capital appreciation as the primary goal, a high risk tolerance, and a minimum five‑year horizon). Compared with peers, DCM’s practice is notable for its small client base and focus on high‑net‑worth accounts rather than non‑HNW individual clients, and for maintaining a long operating history as a sole owner/operator. The brochure discloses several operational specifics that differ from many peers — for example, performance for the two approaches is reported separately, the firm acts as a solicitor with a 50/50 fee‑split when referring to third‑party advisers, and it designates the valuation of its recommended custodian as governing when other custodians are used.

To learn more about the advisors currently working at Defelice 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.