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 serves individuals — including non‑high‑net‑worth and high‑net‑worth clients — as well as entities such as family offices, trusts, estates, private foundations, corporate entities, donor‑advised funds and qualified retirement plans. The firm provides personalized financial planning and both discretionary and non‑discretionary investment management, and it operates its own wrap fee program for clients who opt into that structure. The firm emphasizes customized portfolios informed primarily by fundamental analysis and generally pursues a long‑term investment orientation while allowing for shorter‑term trading when appropriate and the use of external money managers. Headland may invest in mutual funds, ETFs, equities, fixed income, REITs and structured products and, when deemed suitable, may use derivatives and borrowing (margin) within separately managed accounts — practices that introduce additional implementation and risk considerations. Noteworthy for a firm of its team size and AUM (about $559 million and ten advisors), Headland maintains five offices and sponsors its wrap fee program, both of which are less common among peers. Operationally it works with custodial platforms such as LPL and Schwab and uses an order aggregation process (via Black Diamond) that can affect execution timing between custodians; some firm representatives also serve as registered representatives and insurance agents, a relationship the firm discloses and manages as a potential conflict.

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.