A complete list of active advisors currently associated with FinAcura Advisory LLC
Warmer can help you find a great advisor at FinAcura Advisory LLC or one who fits your needs even better.
FinAcura Advisory LLC provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, and corporations or business entities, with fiduciary obligations when advising retirement accounts. Typical investment vehicles include equities, mutual funds, ETFs, fixed income, and Treasury inflation‑protected securities, and each engagement is documented with an Investment Policy Statement. The firm tailors plans to client goals and risk tolerances and generally manages accounts on a discretionary basis, using a mix of charting, cyclical, fundamental and technical analysis to inform decisions. Implemented strategies range from long‑ and short‑term trading to margin and options transactions, and accounts are reviewed at least quarterly while custody is required at a specified broker‑dealer. Notable differences from many independent peers include serving corporate/business clients in addition to individuals — a client mix that can resemble institutional mandates — and managing approximately $7.6 million across a relatively small number of accounts. The brochure also discloses that the firm’s principal maintains outside full‑time employment and that the adviser does not aggregate trades for multiple client accounts, practices that can affect trade execution and operational capacity.
To learn more about the advisors currently working at FinAcura Advisory 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 |
|---|---|---|
Cumming, GA
| 3
|
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