A complete list of active advisors currently associated with Falcon Royal Investment Management

Warmer can help you find a great advisor at Falcon Royal Investment Management or one who fits your needs even better.

Falcon Royal provides ongoing portfolio management to individual and high-net-worth clients, preparing an individualized Investment Policy Statement that documents goals, time horizon, tax considerations, and risk tolerance. Services emphasize asset allocation, asset selection, and regular portfolio monitoring using long-term trading strategies. The firm applies modern portfolio theory as the foundation for portfolio construction and conducts at least quarterly reviews to align holdings with each client’s IPS. Uncommonly for an independent adviser, Falcon Royal does not have investment discretion and manages essentially all assets on a non-discretionary basis, requiring client approval for transaction implementation. Distinctive operational features include a primarily non-discretionary asset base ($0 discretionary and $2,232,175 non-discretionary as of March 2026), a requirement that clients use specific custodians (MoneyBlock or Interactive Brokers), and an absence of block trading or participation in wrap-fee programs. With a small client roster and IPS-driven, client-authorized implementation, trade timing and execution depend on client involvement more than is typical among peers.

To learn more about the advisors currently working at Falcon Royal Investment Management, 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.