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

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

Hormaza Capital Advisory, LLC is a state‑registered, fee‑only investment adviser formed in February 2026 that offers personalized wealth management to individuals, families, high‑net‑worth individuals, trusts, and estates. The firm provides discretionary portfolio management alongside comprehensive financial planning services covering areas such as net worth, cash flow, retirement, tax strategies, estate planning, and business planning. The firm’s investment approach is evidence‑based and factor‑oriented, influenced by the Fama‑French five‑factor model, using low‑cost ETFs for core exposures and a modest core‑satellite allocation that can include fundamentally selected individual securities. The principal is a CFA charterholder and the firm emphasizes a long‑term buy‑and‑hold horizon with periodic rebalancing, selective tax‑loss harvesting, and ongoing monitoring of client portfolios. Noteworthy distinctions include that financial planning is integrated into the advisory relationship at no additional charge and the firm focuses on direct portfolio management for individual clients rather than advising private funds—features that are uncommon for firms in this regulatory category. The firm is newly formed with no client assets to date, operates on a single‑custodian model with Charles Schwab, and does not accept proxy‑voting authority, which may influence operational considerations for prospective clients.

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

Name	Location	Years of experience
Daniel De La Hormaza Hernandez	Doral, FL	0

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