A complete list of active advisors currently associated with KCG Investment Advisory Services LLC
Warmer can help you find a great advisor at KCG Investment Advisory Services LLC or one who fits your needs even better.
The firm provides portfolio management and comprehensive financial planning primarily for individual and small-business clients, and also accepts certain institutional clients such as unions, trusts, and foundations. In addition to investment management, the firm offers cash-flow coaching, assistance selecting other advisers, and periodic workshops and client-facing materials. Its investment approach blends Modern Portfolio Theory with active management, using model portfolios that span conservative to equity-only objectives and are customized to client preferences. Security selection relies mainly on fundamental analysis (including multi-year trends in return on equity and profit margins, debt-to-equity limits, and intrinsic value calculations using proprietary formulas and discounted cash flow), with technical indicators considered after fundamental criteria are met; accounts are monitored daily and reviewed at least quarterly. The firm’s practice includes several features that are less common among peers: it provides portfolio management services for institutional clients and offers educational seminars and workshops. It also maintains a diminished-capacity preparation service that compiles medical, legal, and financial documents with an online vault and optional hard-copy/USB delivery, and it assists institutional investment committees with adviser selection and ongoing performance monitoring.
To learn more about the advisors currently working at KCG Investment Advisory Services 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.
Name |
Location |
Years of experience |
|---|---|---|
Savannah, GA
| 22
|
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")