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

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

Gambit Capital Management provides investment management to individual investors (including accredited investors) and employer plan sponsors, offering both discretionary and non‑discretionary portfolio management alongside services such as financial planning, tax preparation, financial coaching, employee benefit plan advice, and outsourced CIO consulting. The firm reports managing approximately $167.5 million in client assets and works with a mix of directly managed accounts and third‑party managers. Portfolios are built from a mix of ETFs, individual debt and equity securities, mutual funds, derivatives and commodities, and the firm cites fundamental and cyclical analysis as its primary methods. Gambit describes a long‑term investment philosophy with the ability to make tactical overrides, and it monitors outside managers’ holdings, concentrations and use of leverage as part of its risk assessment; it also uses the Betterment Institutional platform to implement and automate certain client portfolios. The firm’s ADV highlights use of derivatives and options strategies (including covered‑call writing) and discloses considerations around leverage and borrowing in managed accounts—practices that are less common among similar team‑model advisers. Gambit also discloses affiliations with insurance entities (Latham Insurance and Insurance For Agriculture) and its recent addition of tax preparation, financial coaching, and integration with the Betterment platform, items that may affect how clients’ services are implemented or raise potential conflicts of interest.

To learn more about the advisors currently working at Gambit 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.