A complete list of active advisors currently associated with Ignis Capital Advisors LLC

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

Ignis Capital Advisors is a small, independent advisory firm that provides discretionary portfolio management and retirement-plan investment advice to individuals (including high‑net‑worth clients), corporations, pension and profit‑sharing plans, charities, and its proprietary private investment fund. The firm also recommends and oversees third‑party managers and offers private fund management and pooled‑vehicle services. The firm’s investment approach centers on asset allocation and modern portfolio theory to construct diversified portfolios tailored to clients’ cash‑flow, tax and estate considerations, and risk tolerance, with periodic rebalancing and at least semi‑annual reviews. Ignis may implement derivative strategies, covered‑call writing, and hedging or monetization of concentrated stock positions, and it delivers its non‑fund portfolio management services through a wrap fee program. Noteworthy and uncommon among independent, solo advisors, Ignis acts as the sponsor of a wrap fee program while also serving as investment adviser and managing member to a proprietary private fund and providing management for pooled vehicles — arrangements the brochure identifies as creating economic incentives that are disclosed to clients. The firm manages roughly $6.1 million in discretionary assets across about 40 clients, and its managing member is licensed to sell insurance and holds a real‑estate license, enabling insurance recommendations and real‑estate‑related activities that are disclosed as potential conflicts.

To learn more about the advisors currently working at Ignis Capital Advisors 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.