A complete list of active advisors currently associated with EID Capital

Warmer can help you find a great advisor at EID Capital or one who fits your needs even better.

EID Capital LLC is a state‑registered independent advisor that serves individuals and high‑net‑worth clients, including business owners, with discretionary portfolio management and a range of financial planning services. The firm offers both ongoing comprehensive planning and limited‑scope/project engagements, and provides consulting on business planning, employee‑benefits optimization, estate planning, tax considerations, retirement planning, and risk management. The firm tailors an investment policy and target asset allocation for each client and implements portfolios using a mix of passive and active strategies, drawing on fundamental, technical and cyclical analysis; it may also recommend third‑party managers (TAMPs) for implementation. Accounts are generally managed on a discretionary basis with periodic (quarterly) reviews, and custody and trade execution take place through third‑party custodians (the firm commonly recommends Charles Schwab). Distinctive features include a solo‑advisor structure led by a professional who holds both CFA and CAIA charters, a credential mix that is uncommon for firms of this size managing roughly $13 million for about 16 clients. The brochure also highlights that the firm provides guidance on digital assets and a range of alternative investments (including funds that use futures, derivatives, private funds and direct lending), discloses it does not accept third‑party sales compensation or participate in wrap programs, and reports no disciplinary history.

To learn more about the advisors currently working at EID 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.