A complete list of active advisors currently associated with Ferrante Capital LLC

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

Ferrante Capital LLC is a recently formed registered investment adviser that serves U.S. retail investors, including individuals, high‑net‑worth households, small businesses, and closely held entities. The firm offers nondiscretionary portfolio management, modular and standalone financial planning and project‑based consulting, model portfolio guidelines, and held‑away account consulting. The firm’s investment process blends fundamental, technical, cyclical, and quantitative/model‑driven analysis to build strategic allocations and adaptable model portfolios, implemented through ETFs, mutual funds, individual equities, investment‑grade fixed income, and listed options where suitable. Implementation is nondiscretionary (client approval required), emphasizes tax‑aware practices and periodic rebalancing, and relies on custodian and independent research and technology resources to inform recommendations. Notable differences from many peers include its documented use of hourly billing for as‑needed or out‑of‑scope work alongside subscription and asset‑based fees—an uncommon billing practice for firms in this category—and the maintenance of proprietary firm accounts that may use strategies similar to client recommendations, with conflicts addressed by policies and a Code of Ethics. The brochure also discloses an affiliated trading‑systems licensor (use of affiliated products is optional and the firm states it receives no revenue sharing), currently reports no regulatory assets under management, and does not charge performance‑based fees.

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