A complete list of active advisors currently associated with Executive Services, LLC

Warmer can help you find a great advisor at Executive Services, LLC or one who fits your needs even better.

Executive Services, LLC is a registered independent investment adviser that serves individuals and high‑net‑worth individuals, managing roughly $30.5 million across a small client base. The firm provides discretionary portfolio management and financial planning, preparing an Investment Policy Statement for each client and advising primarily in mutual funds, equities, fixed income and ETFs. The firm implements client strategies under written Investment Policy Statements and generally manages accounts on a discretionary basis, with at least annual reviews and quarterly custodian reports. Its analytical approach draws on charting, fundamental, quantitative and technical analysis, and it may employ long‑ and short‑term trading, options and margin transactions depending on client objectives and risk tolerance. What is noteworthy for a firm of this size is that the principal also operates as a licensed insurance agent and may offer commissionable insurance products and other services through affiliated activities, a potential conflict disclosed in the brochure. The practice is a solo advisory model that relies on institutional custody relationships (including major platform providers) that supply research and other benefits, and the firm does not aggregate block trades for multiple clients, which can affect execution dynamics for some accounts.

To learn more about the advisors currently working at Executive Services, 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.

Name	Location	Years of experience
James Cravotta	Newport Beach, CA	27

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