A complete list of active advisors currently associated with Ingalls Investment Management, LLC

Warmer can help you find a great advisor at Ingalls Investment Management, LLC or one who fits your needs even better.

Ingalls Investment Management provides discretionary and non‑discretionary investment advisory services to individuals, banks and other financial institutions, pension and profit‑sharing plans, trusts and estates, charitable organizations, corporations and private investment partnerships. The firm also acts as a sub‑adviser to other registered advisers, offers financial planning focused on asset allocation and third‑party manager selection, and serves as a portfolio consultant to a Unit Investment Trust and as manager in third‑party wrap programs. The firm’s investment adviser representatives employ distinct asset‑management styles and generally manage accounts on a discretionary basis using fundamental, technical and cyclical analysis. Strategies discussed in the brochure range from long‑term equity holdings to shorter‑term trading, short sales, option writing and margin transactions, and Ingalls also handles private placements, limited partnership vehicles and held‑away account management through a third‑party platform (Pontera). Noteworthy features compared with many peers include participation as the investment manager in third‑party sponsored wrap programs (receiving a portion of the wrap fee), operation of a donor‑advised fund program, and management of private investment partnerships that charge performance‑based fees. The brochure discloses a 2024 Virginia state order resolving an unregistered solicitation matter and describes the firm’s use of an affiliated broker‑dealer (Ingalls & Snyder, LLC) to execute client trades, which the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Ingalls Investment 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.