A complete list of active advisors currently associated with Kala Capital

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

Kala Capital Partners advises individual and high‑net‑worth clients through comprehensive portfolio management, financial planning, and retirement plan consulting. The firm typically charges asset‑based advisory fees and delivers both discretionary portfolio management and standalone planning engagements. The firm’s investment process draws on fundamental, technical, quantitative and qualitative analysis and may engage third‑party sub‑advisors to implement portfolios using ETFs, mutual funds and individual securities. Portfolios are monitored and periodically rebalanced, with the majority of assets managed on a discretionary basis while non‑discretionary and plan‑consulting arrangements are also offered. A distinctive feature of Kala Capital is its affiliation with an insurance brokerage (Kala Insurance, LLC) and the fact that its representatives are licensed insurance agents who may receive commissions for insurance product sales, a potential conflict of interest disclosed and mitigated in the brochure. The firm also disclosed a recent consent order with a state regulator in April 2026 related to a statutory net‑worth shortfall for 2024, a regulatory matter clients may consider alongside the firm’s combined advisory and insurance activities.

To learn more about the advisors currently working at Kala 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.

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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