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

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

Hevel Capital is a very small, recently formed independent advisory firm that provides discretionary asset management and financial planning and consulting to individual and institutional clients. The firm reports managing about $1.75 million for three clients and also offers portfolio management for variable annuities and variable life products. The firm blends active and passive approaches, typically using ETFs, enhanced-index strategies (including Dimensional products), and direct-indexing alongside fundamental analysis and Monte Carlo planning for financial goals. Hevel Capital may hire sub‑advisors to manage all or portions of client accounts and retains authority to hire, fire, or further delegate those sub‑advisors under its discretionary mandate. Notable distinctions include the very small client base and assets under management, complimentary financial planning provided to clients and prospects, and the firm’s explicit ability to delegate full discretionary authority to outside advisors. The firm’s sole adviser also reports significant time spent in an affiliated financial business, a staffing and capacity detail that may affect availability relative to typical solo independent advisers.

To learn more about the advisors currently working at Hevel Capital, 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.