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 provides financial planning, portfolio management, and retirement‑plan consulting primarily for individual and high‑net‑worth clients, and also serves corporate and institutional accounts. Services are offered on a fee basis through both discretionary and non‑discretionary arrangements and may include one‑time or hourly consulting and written financial plans. The firm’s investment team manages concentrated U.S. equity strategies that typically hold fewer than 35 positions, target high active share, and use proprietary screens and relative‑strength rankings to select growth, value, or blend opportunities; accounts are reviewed and rebalanced regularly. Advisors also use a range of third‑party managers and LPL‑sponsored platforms and TAMPs to construct diversified solutions where appropriate. Notable features that differ from many peers include the fact that the firm’s advisors are also registered representatives of LPL Financial and may be licensed insurance agents, which creates additional compensation pathways that are disclosed in the brochure. The firm also discloses a past disciplinary event — a state tax judgment involving a senior portfolio manager that was satisfied and the license reinstated — and previously provided advisory services to a credit union membership program through 2025, an institutional relationship that is less common among similarly sized teams.

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.