A complete list of active advisors currently associated with Fell Capital Management

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

Fell Capital Management provides investment advisory services to individuals, trusts, and corporate pension and profit‑sharing plans, delivering discretionary portfolio management and related advisory services. In addition to managing diversified client portfolios, the firm sponsors private investment vehicles and limited partnerships through which qualified clients may invest. The firm emphasizes a top‑down approach to asset allocation and constructs diversified, balanced portfolios using individual securities, mutual funds, ETFs, and alternative investments; security selection relies on fundamental analysis and database screening. Fell Capital Management generally manages accounts on a discretionary basis and, for qualified clients, may enter into performance‑based fee arrangements that include loss recoupment provisions and procedures to address potential conflicts. Notably, as a single‑advisor registered investment adviser overseeing roughly $162.8 million for about 67 clients, the firm also acts as a fund sponsor/syndicator for real estate and opportunity funds and may hold custody of certain partnership investments subject to annual surprise audits and ADV‑E filings. It also explicitly serves pension and profit‑sharing plans and maintains documented policies intended to mitigate conflicts that can arise from affiliated investment opportunities and performance fee arrangements.

To learn more about the advisors currently working at Fell Capital 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.