A complete list of active advisors currently associated with Kintail Advisors

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

Kintail Advisors is a newly formed, independent state-registered advisory firm operated by a single principal that provides discretionary portfolio management to high-net-worth individuals and to “qualified companies and institutions.” The firm charges asset-based advisory fees billed monthly and reported no assets under management as of February 27, 2026. Kintail implements four long-term model portfolios that range from a conservative bond- and REIT-focused ETF allocation to higher-beta U.S. and non‑U.S. growth ETFs with potential smaller allocations to spot cryptocurrency ETFs, and ordinarily rebalances annually. The firm employs technical, fundamental, and quantitative analysis and manages client accounts on a discretionary basis. The brochure discloses a past criminal matter resolved by a guilty plea to a Class A misdemeanor with probation satisfied in February 2025 and also describes the principal’s outside role as a registered associated person and principal of Kapco Futures, where he anticipates devoting approximately 75% of his professional time—matters the firm notes as potential conflicts or limitations. Combined with the inclusion of spot cryptocurrency ETFs in its models and its stated intent to serve institutional clients as well as individuals, these elements are notable relative to many newly formed solo independent advisers.

To learn more about the advisors currently working at Kintail Advisors, 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.