A complete list of active advisors currently associated with Iconoclastic Capital Management LLC

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Iconoclastic Capital Management manages roughly $68 million for about 141 clients and is staffed by three advisors. The firm provides discretionary investment management, modular financial planning, held-away account advisory, and project-based planning for individuals, families, trusts and business owners, and it has disclosed offering digital asset advisory and custody services. The firm's investment process centers on an evidence-based core built from low-cost ETFs, supplemented by a core-satellite structure that includes rotational/momentum sleeves, active fixed-income positions, and alternative allocations; fundamental and technical analysis are applied selectively to satellite or fixed-income holdings. Icono Capital emphasizes tax-aware asset location, accommodates client-imposed restrictions, and manages most accounts on a discretionary basis while also advising on employer-sponsored and other held-away accounts. Noteworthy distinctions include a dedicated Business Wealth Management tier tailored to business-owner needs (entity structure review, owner compensation, retirement plan analysis, and exit planning) and a Comprehensive Wealth Management offering that produces firm-prepared Household CFO quarterly reports and a tax-preparation credit coordinated through the firm. The firm relies principally on modern custodians — Altruist for brokerage and Anchorage Digital for digital assets — and discloses receipt of technology and operational benefits from its primary custodian, along with an informal, uncompensated referral relationship with a tax professional; these arrangements and related conflicts are documented and managed in its disclosures.

To learn more about the advisors currently working at Iconoclastic Capital Management 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.