A complete list of active advisors currently associated with Jackalope Capital

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

Jackalope Capital provides customized discretionary investment management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, businesses and charitable organizations. The firm constructs and monitors bespoke portfolios using a wide range of investment vehicles identified in its brochure, including ETFs, ETNs, private placements, structured products and options. The adviser describes a strategic, multi‑disciplinary process that incorporates macroeconomic, fundamental, quantitative, qualitative, technical and cyclical analysis and applies a proprietary asset‑allocation methodology for portfolio construction and rebalancing. The brochure notes the firm may use derivatives (options) in separately managed accounts and, with client approval, employ limited margin (typically not to exceed 10%) as a liquidity or hedging tool. The firm’s materials also indicate an affiliation with an accounting practice (the contact information and domain in the brochure reflect a CPA connection), suggesting integration of tax/accounting considerations into its advisory work — a combination that is uncommon among solo independent advisers. Jackalope Capital is a single‑advisor practice reporting roughly $5.5 million in AUM and a very small client roster, which points to a tightly focused, selective client engagement model.

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