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

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

Ivy Capital Management provides ongoing portfolio management, financial planning and consulting, and public educational workshops to a mix of clients that the firm identifies as individuals, high‑net‑worth family offices, charitable organizations, corporations and other registered investment advisers. It offers continuous asset management with asset‑based compensation and, for eligible clients, performance‑based arrangements, and also provides modular and one‑time planning consultations. The firm emphasizes a value‑oriented, primarily long‑term investment approach while allowing tactical asset allocation and occasional shorter‑term or special‑situation positions; it employs fundamental, technical and cyclical analysis and will incorporate ESG/SRI or impact investing criteria when clients request them. Advisory services are tailored to client objectives and may be managed on a discretionary or non‑discretionary basis, with clients able to impose reasonable investment restrictions and accounts reviewed regularly. Distinctive features include the firm’s offering of public, no‑charge workshops and its use of hourly billing for financial planning and consulting—practices that are uncommon among peers in this category. The firm is newly registered and reported no assets under management as of January 31, 2026, and its managing member maintains outside business activities (including impact‑investing advisory work and broker‑dealer related roles) that occupy a substantial portion of his time.

To learn more about the advisors currently working at Ivy 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.