Nashville, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Gambit Capital Management, LLC
Team
Firm-wide stats for Gambit Capital Management, LLC
About
Gambit Capital Management serves individual and high‑net‑worth clients, including accredited investors and employer‑sponsored retirement plans, by providing discretionary portfolio management alongside services such as financial planning, financial coaching, tax preparation, employee benefit plan advisory, and outsourced CIO consulting. The firm manages accounts both directly and via third‑party managers and platforms, and works with clients on investment policy, prior investment history, and family or business considerations.
Gambit describes a long‑term investment philosophy grounded in fundamental and cyclical analysis, employing asset allocation, asset‑and‑liability matching, and options strategies that are tailored to each client and implemented through direct trading, outside managers, or the Betterment Institutional platform. Portfolios may include ETFs, individual equity and debt securities, mutual funds, derivatives, commodities, and—when suitable for accredited clients—private placements, with the firm monitoring suitability and ongoing risk.
What distinguishes Gambit from many peers is its explicit use of derivatives and options within client portfolios and its disclosures about monitoring leverage and related risks, signaling that certain separately managed accounts may employ derivative positions and borrowing or leverage. The firm also combines an automated Betterment Institutional implementation with human coaching, offers CIO consulting to other advisers, and maintains affiliations with two insurance entities, arrangements the brochure notes can create potential conflicts of interest.
Based on Gambit Capital Management, LLC
Expertise
Based on Gambit Capital Management, LLC
Location
Nashville TN
Advisors at this office
2
Advisors at this office
Aron F
Series 66
Nashville, TN
Gambit Capital Management, LLC
Aron Frank is a financial advisor at Gambit Capital Management, LLC in Nashville, TN, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Woodbury Financial Services and Ameriprise Financial Services, as well as a year at Menasha Packaging Company. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, through discretionary portfolio management, financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach using fundamental and cyclical analysis, asset allocation, and options strategies, with portfolios that may include derivatives and private placements tailored to client needs.
Daniel P
CFA®, Series 65
Nashville, TN
Gambit Capital Management, LLC
Daniel Powers is a CFA® charterholder with 15 years of industry experience. He is currently a financial advisor at Gambit Capital Management, LLC, where he has worked since 2022. Prior to that, he held advisory roles at SNS Financial Group, LLC and its affiliate, Vector Wealth Management, from 2011 through 2022. Outside of his advisory work, Powers is a corporate financial analyst for an agricultural operation and an investor in venture capital entities. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, providing discretionary portfolio management alongside financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment philosophy that incorporates fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client, with portfolios that may include derivatives and private placements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)