A complete list of active advisors currently associated with Halcyon Investment Advisor
Warmer can help you find a great advisor at Halcyon Investment Advisor or one who fits your needs even better.
Halcyon Investment Advisor, LLC is a fee‑only registered investment adviser that provides discretionary and non‑discretionary portfolio management, hourly financial planning, and family‑office services to individuals, families, trusts, foundations and similar entities; the firm reports roughly $50 million in discretionary assets and three investment professionals. Like many supported firms, it charges asset‑based advisory fees and prepares an Investment Policy Statement for each client to document goals, time horizon and risk tolerance. The firm combines fundamental, cyclical and quantitative analysis to implement diversified, global asset allocation and risk‑management strategies, with continuous monitoring and formal account reviews at least quarterly. Halcyon also offers client education through seminars and workshops and coordinates multidisciplinary implementation when providing family‑office services. What distinguishes Halcyon among peers is its explicit focus on cross‑border clients and fee arrangements: the firm makes performance‑based fee structures available to non‑U.S. residents and qualified clients and applies multi‑year high‑water‑mark procedures for those arrangements. It is affiliated with a Taiwan‑based research partner that supplies macroeconomic and quantitative research, and its family‑office offerings emphasize governance, education planning, liquidity oversight and a global allocation mindset that may include exposure to illiquid alternatives.
To learn more about the advisors currently working at Halcyon Investment Advisor, 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 |
|---|---|---|
Los Angeles, CA
| 4
| |
Los Angeles, CA
| 4
| |
Los Angeles, CA
| 2
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")