A complete list of active advisors currently associated with Krowten Equities
Warmer can help you find a great advisor at Krowten Equities or one who fits your needs even better.
Krowten Equities is an independent, fee‑based registered investment advisor that manages roughly $25.7 million for a small roster of 14 clients, serving individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm offers discretionary investment management, ongoing financial planning, and retirement plan advisory services tailored to each client relationship. The adviser emphasizes fundamental analysis and a generally long‑term approach, constructing portfolios that range from low‑cost, diversified mutual fund and ETF allocations to concentrated individual‑stock strategies based on client goals and risk tolerance. The brochure discloses that the firm may also employ individual bonds, options, structured products, digital assets and other derivatives, and that accounts are monitored and rebalanced as part of ongoing portfolio management. Noteworthy for a solo independent adviser, the firm discloses and advertises both historical performance results and hypothetical performance scenarios in its materials, and it explicitly identifies the use of derivatives and options in client accounts. The firm also provides retirement plan consulting and serves as an ERISA fiduciary (including 3(21) oversight and 3(38) discretionary plan management) and participates on institutional custodian platforms that supply software and non‑cash benefits to the adviser.
To learn more about the advisors currently working at Krowten Equities, 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 |
|---|---|---|
Birmingham, AL
| 7
|
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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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