A complete list of active advisors currently associated with Kasanda Capital
Warmer can help you find a great advisor at Kasanda Capital or one who fits your needs even better.
Kasanda Capital offers portfolio management and financial planning services to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm prepares an Investment Policy Statement for each client and provides discretionary portfolio management alongside one‑time and ongoing financial planning services, and its most recent brochure reports no assets under management. The firm combines multiple methods of analysis — including charting, cyclical and fundamental analysis, modern portfolio theory, and technical analysis — and employs long‑ and short‑term trading as well as options strategies. Kasanda Capital generally seeks discretionary trading authority, conducts quarterly account reviews, and requires clients to custody accounts through a specified institutional custodian. Notable distinctions include the firm’s use of hourly billing for financial planning in addition to asset‑based advisory fees, a practice that is uncommon among peers in this adviser category. The firm is newly formed and operates with a single management person who also engages in insurance sales and other business activities; the brochure discloses that insurance compensation presents a potential conflict of interest that the firm says it will disclose and manage, and it also discloses that it does not aggregate client trades.
To learn more about the advisors currently working at Kasanda 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 13
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")