A complete list of active advisors currently associated with Digital Asset Investment Management
Warmer can help you find a great advisor at Digital Asset Investment Management or one who fits your needs even better.
Digital Asset Investment Management provides investment management and related consulting primarily to high‑net‑worth and high‑income individuals, accredited investors, non‑profits, and institutions. Services center on portfolio management for digital assets and include integrated financial planning, project‑based consulting, educational offerings, and expert consulting and litigation support for third parties. The firm follows a tactical allocation framework that emphasizes maintaining a core Bitcoin position while adjusting peripheral exposures based on crypto‑specific and macro factors, using a blend of fundamental and technical analysis and monitoring portfolios on an ongoing basis with a long multi‑decade horizon. The firm offers both discretionary and non‑discretionary engagements, may make short‑term allocation changes to seek incremental alpha, and enforces policies restricting transmission of client nonpublic data to third‑party AI platforms. Compared with peers of similar size, the firm is notable for offering performance‑based fee arrangements to qualifying clients and for providing formal educational seminars and workshops—features that are uncommon among supported advisers. It also provides expert witness and litigation support on digital‑asset custody and operations and serves as a sub‑advisor on TAMP platforms, expanding its role beyond typical portfolio management for digital assets.
To learn more about the advisors currently working at Digital Asset Investment 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 |
|---|---|---|
Palm Beach Gardens, FL
| 15
| |
Palm Beach Gardens, FL
| 10
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")