A complete list of active advisors currently associated with EXDS Capital

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

EXDS Capital is an SEC‑registered investment manager that provides discretionary portfolio management, non‑discretionary comprehensive financial planning and wealth advisory services, as well as impersonal investment research. As of its most recent brochure filing, the firm reported approximately $171,559 in discretionary assets under management and also publishes an educational subscription called EXDS Insight. The firm follows a tactical asset allocation approach that combines macroeconomic, fundamental, and technical analysis to build customized Investment Policy Statements, monitor performance, and rebalance portfolios; options strategies may be used for clients who explicitly authorize them. Portfolios may include ETFs, mutual funds, individual stocks and bonds, money market instruments, and government securities, and the firm includes cash and cash equivalents when calculating assets under management. EXDS Capital’s business model includes a mix of compensation types beyond standard asset‑based fees — fixed project fees, hourly consulting, one‑time onboarding fees, and a paid subscription product — and the firm makes its educational subscription globally available while excluding EU/UK/EEA residents from its advisory services. The firm is small and founder‑operated, maintains a proprietary trading account, and has documented a “Clients First” allocation policy with quarterly monitoring and compliance attestations to address conflicts between proprietary and client trading.

To learn more about the advisors currently working at EXDS 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
Serhii Yershov	Remote	1

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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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