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, LLC is a small independent registered investment adviser that provides discretionary and non‑discretionary portfolio management to individuals, trusts, estates, charitable organizations and certain business entities, and also offers standalone financial planning and consulting on both investment and non‑investment matters. The firm operates as a solo practice and reports managing approximately $30.2 million across roughly 12 client relationships, with client assets held at independent custodians. The firm’s investment process centers on asset allocation informed by fundamental analysis and a predominately long‑term, buy‑and‑hold orientation, with implementation largely via no‑load, low‑cost mutual funds and exchange‑traded funds and periodic portfolio reviews. Cash and cash equivalents are treated as part of the strategic allocation for defensive or liquidity purposes, and investment recommendations are presented within the firm’s fiduciary framework and ongoing monitoring practices. Distinctive aspects include the very small client roster relative to AUM, producing a comparatively high average asset level per client, and a principal with both CFA and CFP credentials and a graduate accounting degree supporting the firm’s advisory work. The firm is owner‑held through a trust, typically recommends a non‑traditional custodian platform (Altruist) and may receive certain non‑monetary support from custodial relationships, and it also performs consulting engagements for other advisors and information‑systems development.

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.