A complete list of active advisors currently associated with FESTOG Capital, LLC

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

Festog Capital, LLC is a small independent registered investment adviser that provides discretionary portfolio management to individuals and high‑net‑worth individuals. The firm manages client accounts across mutual funds, equities, fixed income, exchange‑traded funds and commodities and does not delegate investment management to third‑party sub‑advisers. The firm tailors an Investment Policy Statement for each client and primarily implements a low‑beta model portfolio, using a mix of fundamental, technical and cyclical analysis alongside long‑term trading and modern portfolio theory. It requires clients to use a specific broker‑dealer for execution and discloses that it may receive research or other soft‑dollar benefits from custodians. Distinctive features include managing all assets in‑house for a relatively small client base (roughly $26 million AUM across about 42 clients) and routinely including commodities and precious‑metal ETF exposures in its strategies; the firm also states it has no account minimums. The brochure discloses a past regulatory finding for transacting in a state without proper adviser registration from January 2020 through March 2022, which resulted in a civil penalty.

To learn more about the advisors currently working at FESTOG 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.