Desert Capital Advisors, LLC

The firm provides discretionary asset management, one-time and ongoing financial planning, and investment consulting to individual and high‑net‑worth clients, generally imposing a $500,000 account minimum. As of December 31, 2025 it reported approximately $81.6 million in assets under management and typically charges advisory fees based on a percentage of assets under management.

Portfolios are managed on a discretionary basis and tailored to client goals and risk tolerances, using a mix of analytical methods (fundamental, technical, charting, cyclical) and strategies that can include long- and short-term holdings, options, and other instruments; the firm may engage sub‑advisors to manage all or portions of client accounts and offsets sub‑advisor fees against its advisory fee. Clients are required to custody assets at Charles Schwab, and the firm maintains a limited power of attorney with the custodian to facilitate trading and fee processing.

A noteworthy distinction is the firm principal’s ongoing real estate activities — including prior realtor roles and management of a property‑holding company — and an administrative role for a single‑family office; these outside business activities are disclosed, described as occupying limited portions of the principal’s time, and addressed through conflict‑of‑interest procedures. The firm also offers higher‑touch engagement options (including monthly investment consulting for complex estates) and generally leaves proxy voting to clients unless voting assistance is requested.