A complete list of active advisors currently associated with Drawbridge Capital
Warmer can help you find a great advisor at Drawbridge Capital or one who fits your needs even better.
Drawbridge Capital is an SEC-registered investment adviser that works primarily with individual clients (including high-net-worth households), corporate retirement plans and other institutional accounts, offering financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting and hourly consulting. The firm implements advice across a range of LPL-sponsored advisory programs and model platforms and may facilitate execution or insurance product implementation through broker-dealer or insurance channels when clients choose. The firm combines model-driven asset-allocation and outsourced-manager programs with in‑house equity strategies; portfolio monitoring, rebalancing and client reviews are performed on an ongoing basis and tailored to each client’s objectives. Its U.S. equity strategies are run as concentrated sleeves (generally fewer than 35 positions) with high active share and material tracking error versus benchmarks, using proprietary screens and relative-strength rankings to select growth, value or blended holdings. Notable operational features that differ from many peers include that its advisers are also registered representatives of an unaffiliated broker‑dealer and hold insurance licenses, arrangements the brochure discloses can result in commission or other product compensation and are managed as potential conflicts of interest. The firm also discloses a prior disciplinary event involving a member of its investment team that has been satisfied and the license reinstated, and until recently served as the exclusive wealth management provider to a regional credit union—items the firm highlights as part of its regulatory and service history.
To learn more about the advisors currently working at Drawbridge Capital, 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 |
|---|---|---|
Tulsa, OK
| 11
| |
Tulsa, OK
| 30
| |
Tulsa, OK
| 9
| |
Tulsa, OK
| 9
| |
Tulsa, OK
| 31
| |
Tulsa, OK
| 32
| |
Tulsa, OK
| 0
|
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