A complete list of active advisors currently associated with Draper Asset Management, LLC
Warmer can help you find a great advisor at Draper Asset Management, LLC or one who fits your needs even better.
Draper Asset Management provides discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, businesses, and charitable organizations, and serves as a fiduciary for retirement accounts when applicable. The brochure describes services delivered under written advisory agreements and notes that all client assets are held at qualified custodians. The firm’s investment approach emphasizes fundamental analysis and a predominantly long‑term orientation, constructing portfolios from individual stocks, bonds, options, REITs and ETFs, and at times holding cash or legacy positions for tax or risk‑management reasons. Draper works with each client to set investment objectives and risk tolerances and implements those objectives through portfolio construction, rebalancing and ongoing discretionary supervision. Notably, the brochure does not present standalone financial planning as a service, indicating a primary focus on portfolio management rather than integrated planning offered by many peers. The firm also discloses that it does not charge performance‑based fees (and removed prior references to such arrangements in a recent amendment) and maintains an institutional custody relationship with Charles Schwab that provides technology and support benefits while the firm does not participate in soft‑dollar programs.
To learn more about the advisors currently working at Draper Asset 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.
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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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