A complete list of active advisors currently associated with Highbrook Capital Partners

Warmer can help you find a great advisor at Highbrook Capital Partners or one who fits your needs even better.

Highbrook Capital Partners provides discretionary and non-discretionary portfolio management, pension consulting, and broad-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm also facilitates insurance product transactions through its licensed personnel as a complement to advisory services. Highbrook documents client goals in an Investment Policy Statement or Client Data Sheet and applies a mix of charting, fundamental, quantitative, and technical analysis to construct portfolios. The firm employs a range of strategies that can include long and short positions, options trading, margin borrowing, and other derivatives and structured products within separately managed accounts, and it monitors portfolios on at least a quarterly basis. Distinctive features include a formal affiliation and common ownership structure with another registered advisor and related entities, maintained under an information barrier to address conflicts of interest. The firm requires use of institutional custodians (Interactive Brokers, Schwab, or Fidelity), discloses receipt of transition and vendor support, conducts client workshops and educational meetings, and—after forming in 2025—reported approximately $509 million in regulatory assets under management by year-end.

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