A complete list of active advisors currently associated with Ladd Capital Management LLC

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

Ladd Capital Management, LLC provides fee‑only investment management to a mix of clients that includes individuals, banks, investment companies, pension and profit‑sharing plans, trusts, estates and charitable organizations. As of 12/31/2025 the firm reports managing roughly $176.6 million for about 73 client relationships, with assets managed on both discretionary and non‑discretionary bases. The firm tailors asset mixes to client objectives, risk tolerance, income needs and time horizon and uses a range of security analysis methods, including fundamental, technical, charting and cyclical analysis, supported by third‑party research sources. Its stated investment practices avoid leveraged or inverse ETFs and emphasize conventional instruments such as equities, fixed income and mutual funds/ETFs. Founded in 1974, the firm is longer established than many peers and is not a solo practitioner despite its relatively small client base, with multiple investment professionals involved in account reviews and compliance oversight. It is strictly fee‑only, does not accept commissions or soft‑dollar products, and includes charitable organizations among its client types — a practice that is relatively uncommon for firms in its peer group.

To learn more about the advisors currently working at Ladd Capital Management 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.