A complete list of active advisors currently associated with Hollencrest Capital Management
Warmer can help you find a great advisor at Hollencrest Capital Management or one who fits your needs even better.
Hollencrest Capital Management provides wealth management and consulting to individuals and families, high‑net‑worth and ultra‑affluent clients, trusts, retirement plans, nonprofit and institutional clients, and business owners. The firm offers both discretionary portfolio management and non‑discretionary consulting and monitoring, and as of December 31, 2025 reported roughly $1.5 billion in discretionary RAUM and $1.36 billion in non‑discretionary RAUM, indicating a substantial non‑discretionary component to its business. The firm’s investment process is grounded in Modern Portfolio Theory and implemented through client‑specific Investment Policy Statements; Hollencrest uses traditional equities and fixed income alongside alternative and private investments and seeks tax efficiencies when appropriate. For private investments the firm relies on an Investment Committee (and a Private Investment Valuation Sub‑Committee) to establish due diligence and valuation protocols, and it may participate alongside clients in co‑investments where suitable. Hollencrest acts as investment adviser and general partner to a privately offered fund (Bayview Partners) and advises other privately offered pooled vehicles, arrangements that involve incentive compensation and side‑by‑side management considerations. The firm is also licensed as an insurance agency with an affiliated insurance entity and provides administrative donor‑advised fund services to the National Philanthropic Trust, reflecting an atypical combination of advisory, private‑fund, and insurance‑related activities for a multi‑team adviser.
To learn more about the advisors currently working at Hollencrest Capital Management, 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.
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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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