A complete list of active advisors currently associated with Kalorama Wealth Strategies, LLC

Warmer can help you find a great advisor at Kalorama Wealth Strategies, LLC or one who fits your needs even better.

Kalorama Wealth Strategies is an independent, single-advisor registered investment adviser that provides discretionary and non-discretionary portfolio management alongside stand‑alone financial planning and consulting for individuals, trusts, estates and charitable organizations. The firm operates on a fee-only basis and manages roughly $29 million in client assets across about 19 client relationships. The firm’s investment approach emphasizes strategic asset allocation using mutual funds and exchange‑traded funds, with a fundamental, long‑term buy‑and‑hold orientation supplemented by selective shorter‑term trades; it generally favors low‑cost, tax‑efficient funds and models. Portfolios are reviewed periodically, cash positions are used defensively when appropriate, margin is used only with client consent, and the firm transitioned custody and execution to Altruist Financial LLC in November 2024, noting receipt of platform support services from that custodian. Distinctive features include a sole principal who holds both CFA and CFP credentials and who allocates a meaningful portion of time to standalone planning, consulting (including serving other advisors), and adjunct teaching, which informs the firm’s analytical and planning work. The adviser does not accept performance‑based fees, does not vote client proxies, and maintains higher asset requirements for new discretionary engagements, resulting in a relatively small client roster with higher assets per relationship than many peers.

To learn more about the advisors currently working at Kalorama Wealth Strategies, 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.