A complete list of active advisors currently associated with Headland Capital
Warmer can help you find a great advisor at Headland Capital or one who fits your needs even better.
Headland Capital is a registered investment adviser with a team of ten advisors that serves individuals (including high‑net‑worth clients) and a range of entities such as family offices, trusts, estates, private foundations, corporate entities, donor‑advised funds and qualified retirement plans. The firm provides personalized financial planning, discretionary and non‑discretionary portfolio management, and retirement plan advisory services, managing roughly $559 million on behalf of about 637 clients. The firm’s investment process is client‑driven and built on fundamental analysis, with a predominately long‑term orientation supplemented by shorter‑term trades when appropriate; Headland constructs portfolios using mutual funds, ETFs, equities, fixed income, REITs, structured products and derivatives, and may recommend External Managers. Headland discloses that it may permit borrowing/margin and use margined securities in managed accounts, includes those positions in its fee base, and does not reduce advisory fees for margin usage. Distinctive features include sponsorship of the Headland Capital Wrap Fee Program and participation in institutional custody platforms (including the LPL strategic platform and Schwab), as well as operating from five offices—arrangements that are less common for peer firms. The brochure also highlights several firm‑level conflicts and operational nuances to note: the firm documents economic benefits from custodial relationships, differences in trade execution and aggregation across platforms, and explicit use of derivatives and borrowing in separately managed accounts.
To learn more about the advisors currently working at Headland Capital, 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.
You can also browse Headland Capital's office locations.
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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.
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