A complete list of active advisors currently associated with Kisco Capital, LLC

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

Kisco Capital, LLC provides ongoing portfolio management and investment advisory services to individual and high‑net‑worth clients, tailoring plans through a written Investment Policy Statement that documents goals, tax considerations, and risk tolerance. The brochure states the firm manages about $12.37 million in client assets and provides portfolio monitoring and trade execution with discretionary authority where authorized. The firm employs a range of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and uses multiple trading strategies such as long‑ and short‑term trading, options, short sales and margin transactions. Accounts are reviewed at least quarterly (by the firm’s designated reviewer) and KiscoCap emphasizes fiduciary allocation practices intended to distribute limited investment opportunities fairly across clients. KiscoCap also offers a no‑fee subscription market‑update newsletter distributed a few times monthly, an item the brochure highlights under Subscription Services and that is uncommon among peers. The brochure notes custody and trading relationships with Charles Schwab Advisor Services and Interactive Brokers — including access to Schwab’s institutional trading and custody services — which, together with the firm’s reported asset base and client count, supports its capability to manage pension/profit‑sharing or other institutional‑style portfolios in addition to individual accounts.

To learn more about the advisors currently working at Kisco Capital, 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.