A complete list of active advisors currently associated with Fire Capital Management, LLC
Warmer can help you find a great advisor at Fire Capital Management, LLC or one who fits your needs even better.
Fire Capital Management serves high‑net‑worth and ultra‑high‑net‑worth individuals and families, as well as select institutional and charitable clients, through private wealth management, multi‑family office services, financial planning, and an Outsourced Chief Investment Officer (OCIO) program. Its services include discretionary portfolio management, coordination with other professional advisers, and tailored family office support such as manager oversight, bookkeeping, philanthropic planning, and foundation administration. The firm constructs customized, security‑level portfolios and integrates Environmental, Social and Governance (ESG) factors into its fundamental research rather than treating sustainability as a separate product, using model portfolios, third‑party managers, alternative investments, and—where suitable—derivatives and options in separately managed accounts. Fire Capital documents its investment policy statements during onboarding, conducts ongoing due diligence and oversight of recommended third‑party managers, and typically manages client relationships on a discretionary basis. Distinctive features include a relatively small advisory team overseeing more than $600 million in assets and a concentrated client base, indicating a boutique approach focused on complex HNW and UHNW needs; the firm is also a Certified B Corporation. The brochure discloses recent material amendments clarifying the firm’s use and oversight of third‑party managers, the customized OCIO fee structures and potential layered fees, and describes practices related to sponsored research/conference attendance and occasional charitable handling of standalone planning fees, all of which prospective clients may want to review.
To learn more about the advisors currently working at Fire Capital Management, 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 |
|---|---|---|
San Francisco, CA
| 7
| |
San Francisco, CA
| 2
| |
San Francisco, CA
| 3
|
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